Personal & Commercial Lines Customer Service Representative

Harbor Trust
Raleigh, NC

Job Description

Job Description

Benefits:

  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k) matching
About This Agency:
Harbor Trust Insurance, an independent insurance agency in Raleigh, NC, was established in 2006. The agency was born out of the premise that customer service is the most valuable thing that we can provide. Come join our amazing team!

Qualifications
  • Minimum 2-4 years of commercial & personal lines insurance experience or an equivalent combination of experience, education, and training
  • Active North Carolina Property and Casualty Agent License
  • Excellent customer service is required, as well as the ability to build and maintain strong internal and external relationships
Job Description
The Personal & Commercial Lines CSR at Harbor Trust is responsible for maintaining solid customer relationships by handling personal and commercial lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Benefits/Perks
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry
Responsibilities
  • Adhere to company core values
  • Follow agency procedures and workflows for processing
    New business
    Renewals
    Endorsements
    Cancellations
    Audits
  • Market accounts/policies and maintain current knowledge of insurance coverages, exposures, and available markets
  • Review applications and policies to identify and target new lines of business and make recommendations
  • Research and answer insureds questions regarding coverage in a timely manner
  • Maintain the agency standard for client service
Qualifications
  • Minimum 2-4 years of commercial & personal lines insurance experience or an equivalent combination of experience, education, and training
  • Active North Carolina Property and Casualty License
  • Excellent customer service is required, as well as the ability to build and maintain strong internal and external relationships
Posted 2025-09-20

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