Personal Insurance CSR /Customer Service Representative/ Private Client Focus

Position Title: Private Client CSR (Customer Service Representative) Location: This is a Telecommute/Work from Home position Job Type: Full-Time Position Summary: The Private Client CSR plays a key role in providing exceptional service and customized personal insurance solutions to high-net-worth individuals and families. This position involves conducting policy reviews, quoting, servicing, renewal comparisons and ensuring seamless communication between clients and the agency. The ideal candidate is detail-oriented, service-driven, and experienced in handling the unique needs of affluent clients. Key Responsibilities: • Quoting & Policy Reviews • Quote with our carriers and work with underwriters to get proper terms for our client risks • Conduct regular policy reviews to align coverage with evolving client needs. • Servicing • Able to process servicing requests / endorsements that are asked of us. • Compliance and Documentation: • Ensure compliance with industry regulations and agency standards. • Maintain accurate records of client interactions and transactions. • Collaboration and Team Support: • Collaborate with internal teams to ensure a seamless client experience. • Contribute to the development of marketing strategies to attract high-net-worth clients. Qualifications and Skills: • Experience: • 2+ years of experience in personal insurance, wealth management, or a related field. • Experience working with high-net-worth carriers is a must • Skills: • Excellent interpersonal and communication skills. • Proficient in common software tools such as Excel/Google Sheets and Gmail • Detail-oriented with a focus on delivering exceptional client service. • Licenses/Certifications: • Property and Casualty insurance license preferred or required within 90 days of hire. Key Attributes: • Professional demeanor and discretion in handling sensitive client information. • Ability to manage multiple priorities in a fast-paced environment. • A proactive, client-focused approach with a commitment to excellence. Compensation and Benefits: • Competitive salary with performance-based bonuses. • Health, dental, and vision insurance. • Retirement plan with employer contributions. • Professional development opportunities. Equal Opportunity Employer Statement: Pine View Insurance Group, LLC is an equal opportunity employer and is committed to creating an inclusive workplace where all individuals can thrive. Original job Personal Insurance CSR /Customer Service Representative/ Private Client Focus posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs. Apply tot his job Apply To this Job