Personal Lines Customer Service Representative

Personal Lines Customer Service Representative (Property & Casualty)

Location: Forest Lake, MN (Hybrid)

About The Opportunity:

We're partnering with a well-established and growing insurance agency in the Forest Lake area seeking a Personal Lines Customer Service Representative to join their team. This is a hybrid role offering a great balance of in-office collaboration and remote flexibility. If you enjoy building relationships, problem-solving, and being a trusted resource for clients, this could be a strong fit.

What You'll Do:

• Serve as the primary point of contact for personal lines clients, delivering exceptional customer service
• Handle policy servicing including endorsements, renewals, cancellations, and billing inquiries
• Review coverage with clients and provide recommendations based on their needs
• Process policy changes accurately and efficiently while maintaining compliance standards
• Partner with carriers to market and remarket accounts when needed
• Support producers by maintaining and strengthening client relationships
• Ensure all client interactions and documentation are properly recorded in the agency management system

What We're Looking For:

• Active Property & Casualty insurance license (MN preferred)
• 2+ years of personal lines insurance experience
• Strong knowledge of personal lines coverages (home, auto, umbrella, etc.)
• Excellent communication and relationship-building skills
• Detail-oriented with strong organizational abilities
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with agency management systems (Applied Epic or similar is a plus)

Why This Role Stands Out:

• Hybrid flexibility
• Supportive, team-oriented culture
• Opportunity to work with a stable and reputable agency
• Competitive compensation and benefits package
• Long-term growth potential within the organization