Posted 2 months ago
Personal Lines Support Specialist
BallwinOn-siteFull-time
AI Summary
Supports Personal Lines Account Managers and clients by handling customer inquiries, processing policy changes, endorsements, and billing, and maintaining accurate records within agency systems.
About this role
WalkerHughes Insurance is seeking a Personal Lines Support Specialist to provide high-quality service to clients while supporting Personal Lines Account Managers. This role focuses on handling customer requests, processing policy changes, and ensuring accurate and timely documentation. The ideal candidate is detail-oriented, responsive, and committed to delivering an excellent customer experience.
Key Responsibilities
Customer Service & Support
- Respond to client inquiries via phone and email in a timely and professional manner
- Assist customers with policy servicing needs, including endorsements, billing, and claims support
- Answer incoming calls and route inquiries to appropriate team members when needed
Policy Processing & Administration
- Prepare and process policies, renewals, endorsements, applications, and related documentation
- Maintain accurate client records and follow-up activities within agency systems
- Review and complete follow-up tasks to ensure requests are resolved efficiently and accurately
Team & Operational Support
- Support Personal Lines Account Managers with assigned tasks and service needs
- Ensure compliance with company procedures to reduce errors and omissions
- Assist with additional administrative or operational duties as needed
Qualifications
- High school diploma or equivalent required
- Detail-oriented with strong problem-solving skills
- Excellent written and verbal communication skills
- Proficient in Microsoft Office (Word, Outlook) and agency systems
- Self-motivated with the ability to work independently
Skills
Agency SystemsBillingClaims SupportClient Records ManagementEndorsementsMicrosoft OutlookMicrosoft WordPolicy Processing
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