Customer Service Specialist Property and Casualty

Key Responsibilities: Respond to customer policy inquiries via phone, email, and other communication channels. Collect and process payments accurately and in compliance with agency standards. Perform proactive outreach to policyholders for renewals, retention, and remarketing opportunities, with demonstrated ability to influence retention outcomes through quoting strategy and carrier selection. Handle inbound and outbound calls with policyholders and insurance carriers to resolve issues, negotiate and coordinate across multiple carriers simultaneously, and provide updates. Independently quote insurance policies across multiple carriers (approximately 15–20+) using rater systems and carrier portals, evaluate coverage options, and make informed placement decisions based on risk, pricing, and retention strategy. Manage and retain accounts within an independent agency environment, including navigating multiple carrier appetites and underwriting considerations. Assist with remarketing efforts to retain customers and improve satisfaction. Complete administrative duties, including data entry, document management, and updating customer records in agency systems. Collaborate with team members to meet service level agreements and retention goals. Qualifications: Insurance license (Property & Casualty) or willingness to obtain within a specified timeframe. Preference given to candidates with existing license. Prior experience in customer service, with strong preference for candidates coming from an independent insurance agency environment handling multiple carriers. Demonstrated proficiency using rater systems and managing high‑volume, multi‑carrier quoting workflows. Strong communication skills (verbal and written) and ability to handle high-volume calls. Proficiency in agency management systems (e.g., AMS360, Salesforce) and rater/quoting platforms used to manage and compare multiple carriers simultaneously. Ability to multitask, prioritize, and work in a fast-paced environment. Key Competencies: Customer-focused mindset with strong problem-solving skills. Strong insurance placement judgment, retention‑driven quoting skills, and comfort making coverage and carrier decisions with limited oversight. Ability to operate effectively within an independent agency model that differs from captive environments Attention to detail and accuracy in handling transactions. Team-oriented with a proactive approach to achieving goals.