New Job Opening: Personal Insurance CSR in Dallas, TX

Job Description

Personal Lines Insurance Specialist

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Insurance Specialist to join a team. In this role, you will be responsible for managing a variety of personal lines insurance accounts, ensuring exceptional service delivery, and maintaining accurate policy documentation.

Compensation Package

• Base Salary: $55,000–$70,000 (commensurate with experience)


• Comprehensive benefits package, including health, dental, and vision insurance

Responsibilities

• Process policy changes, endorsements, cancellations, and reinstatements with accuracy and efficiency.


• Issue certificates, ID cards, binders, and other policy-related documents.


• Assist clients with billing inquiries, payments, and past-due notices.


• Gather necessary information to prepare quotes for home, auto, renters, umbrella, recreational vehicle, and other personal lines insurance products.


• Support the renewal process by updating client information and preparing renewal documentation.


• Utilize EZLynx software to manage and maintain client records and policy details.

Qualifications/Requirements

• Prior experience in the insurance industry is required; this position is not open to entry-level candidates.


• Familiarity with personal lines insurance products, including home, auto, renters, umbrella, and recreational vehicles.


• Proficiency in using EZLynx software or similar insurance management platforms.


• Strong organizational skills and attention to detail.


• Excellent communication and customer service skills.


• Ability to work effectively in a hybrid work environment, rotating between in-office and remote work.

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