Personal Lines Customer Service Representative

IOT IOTT Insurance Agency, Inc

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REMOTE remote Until 8/23/2026 0+ years exp First posted April 21, 2026 Last posted April 21, 2026
Job description
Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious ­­­­­Personal Lines CSR to join our team. This position will report to our agency located in Bonita Springs, FL. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position.

Responsibilities:
  • Assists clients with cancellations, telephone inquiries, mail requests and other services as needed
  • Binding, filng/data entry
  • Order policies and request endorsements from the company as required
  • Policy verification assistance
  • Updating Certificates of Insurance
  • Requesting Loss Runs
  • Provides solutions and resolves issues for clients in a timely and effective manner
  • Order renewal, expiration lists as needed and review lists to determine appropriate actions
  • Type proposals for producers to give to clients and maintain client files
  • Enter client information into agency management system
  • Gathers data for proposals and applications, reconciles and verifies policy information to ensure information is accurate on application
  • Work with clients to assist in claim problems process endorsements and proof of coverage, including certificates of insurance

Qualifications:
  • Education: High School or higher
  • Proficient data entry skills.
  • Must be organized and have good time management skills
  • Must be proficient in Word, Excel, Adobe, Outlook, and also can quickly learn new programs
  • Must be detail oriented with a strong attention to detail
  • Excellent verbal and written communication skills required
  • Must be able to work in a fast-paced environment and be a self-starter

Benefits: 
  • Company Paid Life Insurance, Long-Term and Short-Term Disability.
  • Medical, Dental, Vision and FSA/HSA plans.
  • 401(k) with company match.
  • Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
  • Generous PTO.
  • An awesome team of professionals!

The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.
About this role

Summary

Assist clients with insurance policies, data entry, and customer inquiries in a fast-paced environment

Job title

Personal Lines Customer Service Representative

Experience level

entry level

Minimum experience

0+ years exp

Industry

insurance

Location requirements

Remote work allowed, candidate can be located anywhere

Salary

Not specified

Management role

No

Skills & keywords

Required skills

data entryorganizationcommunicationproficiency in Word Excel Adobe Outlook

Preferred skills

None specified

Specializations

insurancecustomer servicedata entrycommunicationinsurance policies
Locations

Structured locations inferred from the posting.

United States

Remote Country
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