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P&C Insurance Customer Service Representative

Independent Insurance Agents of North Carolina - Apex, NC

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Job Description

Personal Lines Customer Service Representative Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a Full-Time position. As our new Personal Lines Customer Service Representative, you will work 37.5 hours a week. You will be responsible for maintaining solid customer relationships by handling personal lines insurance coverage inquiries and concerns with speed and professionalism. Our Insurance Agency is involved in the community and belong to several Networking Groups. Our focus is to educate our clients and be their advocate for life. Our team enjoys helping people to protect their assets and keep them safe and secure with all their insurance needs. We offer flexible scheduling options, the ability to work remotely, a supportive culture that encourages work-life balance, and a focus on managing workload to ensure time for personal commitments. We are a Family Owned Business. Responsibilities Answer customer calls and correspondence regarding new or existing insurance policies, service claims and address client concerns. Work with prospects to pre-qualify and understand their needs, gather necessary data, develop insurance quotes, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary. Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system. Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe. Interact daily with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. Requirements Licensed Property & Casualty with 1-3 years experience. Have an Associates Degree, Bachelor's Degree preferred. Familiarity with Erie Insurance is a plus. Bilingual English/Spanish is a plus. Must be a Resident of North Carolina. Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Excellent Communication skills - strong customer focus, ability, and tact to handle difficult customer phone calls and solve complex problems without direct supervision. Works well with other employees and is a team player with a positive attitude. Benefits Full-Time Position Quarterly Production Bonus 37.5 hours work week Hybrid/Work from Home Flexibility Virtual Training Weekends Off Opportunity to Grow and advance Flexible work environment Salary is dependent on experience Health Insurance reimbursement Simple IRA Tuition Assistance Leads provided Compensation: $38,000.00 - $45,000.00 per year

Created: 2026-03-05

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