Randy Jones & Associates, a Leavitt Group affiliate, is looking for a Personal Lines Customer Service Representative to join our growing team in Mobile, AL.
If you enjoy helping others, solving problems, and building strong customer relationships, we'd love to hear from you.
What You'll Do
As a Customer Service Representative, you'll support our personal lines clients by providing knowledgeable, responsive service, assisting with new business quoting and policy binding, and helping customers navigate their insurance needs.
Deliver Outstanding Customer Service
Answer inbound customer service calls and respond to policyholder inquiries.
Assist customers with policy changes, including adding, deleting, or replacing vehicles.
Process coverage updates, lienholder and mortgagee changes, policy verifications, and payments.
Address billing questions and provide accurate policy information.
Resolve customer concerns professionally and efficiently.
Support and Educate Clients
Assess customer requests to identify impacts on existing policies and coverages.
Quote, bind, and issue new personal lines policies while educating clients on coverage options and helping them make informed insurance decisions.
Recommend solutions that help customers better manage and mitigate risk.
Verify completed transactions and provide timely follow-up.
Maintain Accurate Records and Agency Operations
Document all customer interactions and maintain accurate client records.
Update customer information and policy files to ensure data integrity.
Utilize agency technology and carrier systems to process transactions efficiently.
Draft and send customer correspondence as needed.
Support Account Managers and other team members with service-related activities.
Assist with additional administrative and service responsibilities as assigned.
What You'll Bring
Alabama Property & Casualty License,
1+ years previous experience in Personal Lines insurance. (entry-level candidates with strong knowledge of Personal Lines may be considered)
Preferred Agency Management System Experience: AMS360
Strong verbal and written communication skills.
Excellent customer service and relationship-building abilities.
Detail-oriented with the ability to maintain compliance and documentation standards.
Strong organizational and time-management skills.
Dependable work ethic with the ability to complete tasks accurately and on time.
Ability to learn and apply insurance products, carrier guidelines, and agency procedures.
What We Offer
Competitive salary
Career growth and professional development opportunities
Health Insurance
Dental & Vision Insurance
401(k) with matching employer contributions
HSA & FSA
Competitive PTO and company holidays
Wellness Program
As a national company, Leavitt Group is one of the largest privately held insurance brokerages in the nation, with over 275 locations across 29 states. We provide commercial and personal insurance solutions that help individuals and businesses manage risk and protect their future. Our agencies have access to top insurance markets and maintain strong carrier partnerships, allowing us to deliver exceptional value to our clients.
We are always looking for talented individuals who want to build a meaningful career and grow with us.
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Skills Required
- Alabama Property & Casualty License
- 1+ years previous experience in Personal Lines insurance
- Agency Management System experience (preferred AMS360)
- Strong verbal and written communication skills
- Excellent customer service and relationship-building abilities
- Detail-oriented with ability to maintain compliance and documentation standards
- Strong organizational and time-management skills
- Dependable work ethic and ability to complete tasks accurately and on time
- Ability to learn and apply insurance products, carrier guidelines, and agency procedures
What We Do
As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.
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