Personal Lines Customer Service Rep


  1. Handle and process new and renewal personal lines business.
  2. Provide in-house customer service to clients as assigned and requested.
  3. Maintain acceptable levels of account retention.
  4. Maintain a positive, team-oriented and professional attitude at all times.
  5. Be flexible – our industry, organization, and general roles/responsibilities are continuously developing– flexibility and willingness to adapt to the changes is essential.


  1. Provide consultative risk management / insurance analysis for existing clients and prospects (client referrals, call-in, walk-in and web-based quote requests), handle billing questions, claims, requests, and address issues / concerns as they arise.
  2. Market new and renewal business, prepare detailed quote proposals, and present / review with the insured accordingly.
  3. Respond to customer service / client requests by the close of the business day.
  4. Assemble application(s), photos, appraisals, etc for agency management system and carrier rating platforms. Follow established workflow and activity/documentation procedures accordingly.
  5. Check new and renewal policies for accuracy. Ensure that these items are delivered and/or mailed to client.
  6. Maintain acceptable levels of retention as established by management.
  7. Maintain acceptable levels of response/turnaround time, assist peers with workload management / client calls as needed or requested.
  8. Understand and adhere to the agencies E&O guidelines.
  9. Perform special projects / additional responsibilities as needed.


  1. Must be a self-starter, professional, flexible, imaginative and creative with good communication skills both verbal and written. Should have thorough understanding of personal lines underwriting and coverages.
  2. Minimum two years’ experience in similar position is desirable, but not required. Must be licensed per state requirements.
  3. Must have exemplary phone etiquette, accurate data entry skills, attention to detail, and general sales/service consultative abilities.
  4. Must be proficient in computer keyboarding, MS Excel and Word. Basic understanding of MS PowerPoint preferred.
Why your business needs a wellness program

Shannon L. Hudspeth, SPHR
Human Resources Director
Sinclair Risk & Financial Management
(203) 284-3209 (Office)
(203) 284-4709 (Fax)

Send Resume via E-Mail