Insurance Customer Service Specialist

Job Description

Job Description

Customer Service Representative (Personal Lines) – Haven Insurance Group

About Us
We are a growing independent insurance agency dedicated to providing exceptional service to our clients. With a strong focus on personal lines insurance, we pride ourselves on building lasting relationships and delivering tailored solutions. We are looking for a motivated and detail-oriented Customer Service Representative (CSR) who can also assist with some light office management responsibilities.

Position Overview
The CSR will play a vital role in supporting our personal lines department by servicing existing clients, assisting producers, and ensuring smooth day-to-day office operations. This role is ideal for someone who enjoys helping people, has strong organizational skills, and can wear multiple hats in a fast-paced environment.

Key Responsibilities

Customer Service – Personal Lines

• Respond to client inquiries by phone and email in a timely and professional manner
• Process policy changes, endorsements, renewals, and certificates of insurance
• Assist clients with billing questions, ID card requests, and claims reporting
• Provide proactive client follow-up to ensure satisfaction and retention
• Support producers and agents with account management

Office Management Tasks

• Receive, sort, and distribute incoming mail
• Prepare outgoing correspondence and packages
• Make bank deposits and maintain accurate records
• Manage office supplies and ensure common areas remain organized
• Assist with scheduling and other administrative tasks as needed

Qualifications

• Prior experience in personal lines insurance (agency or carrier) strongly preferred
• Active Property & Casualty license a plus (or willingness to obtain within the first year)
• Strong customer service and communication skills
• Detail-oriented with excellent organizational and multitasking abilities
• Proficient with Microsoft Office Suite and agency management systems (experience with Applied Epic, AMS360, or similar a plus)

What We Offer

• Competitive salary commensurate with experience
• 401k
• Opportunities for professional development and licensing support
• Collaborative, team-oriented work environment
• The chance to grow with a locally owned, independent agency that values its employees and clients

Company Description

Since 2012, Haven Insurance Group continues to be one of the fastest growing privately held insurance brokerage firms in Atlanta. From our office in Atlanta, we can place business in Georgia and a dozen other states. We have separate departments for Personal Lines; to include auto, home, liability, life, and disability, as well as Commercial Lines

In addition to our experience as an agency we also have 28 years of claims experience. This allows us to not only help get the most competitive policy for a client’s situation, but also be able to help if a claim occurs.

Company Description

Since 2012, Haven Insurance Group continues to be one of the fastest growing privately held insurance brokerage firms in Atlanta. From our office in Atlanta, we can place business in Georgia and a dozen other states. We have separate departments for Personal Lines; to include auto, home, liability, life, and disability, as well as Commercial Lines\r\n\r\nIn addition to our experience as an agency we also have 28 years of claims experience. This allows us to not only help get the most competitive policy for a client’s situation, but also be able to help if a claim occurs.