Job Description

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:

1. 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.

2. Servicing

   • Able to process servicing requests / endorsements that are asked of us.

3. Compliance and Documentation:

   • Ensure compliance with industry regulations and agency standards.
   • Maintain accurate records of client interactions and transactions.

4. 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.

Job Tags

Similar Jobs