Personal Lines Customer Service Representative - Patriot Growth Insurance Services

About Prospera - Bibby, Brilling and Associates (BBA), a division of Patriot Growth Insurance Services: BBA Insurance has roots going back as far as 1933. We are a third-generation insurance agency with a family oriented/small business culture. We will always endeavor to be fair in all our dealings. We place our client’s best interests first, and we strive always to deliver exceptional service. The BBA Insurance family is caring by nature. We care for each other, and for those who are outside our family tree.

Position Overview: Our company seeks an experienced Personal Lines Insurance Customer Service Representative (CSR) to join our team. If you are customer-focused, proactive, and passionate about supporting personal lines clients in their insurance needs, this position is a great fit for you.

As a Personal Lines CSR, you will play a crucial role in providing exceptional service to our personal lines division insurance clients. You will be responsible for assisting in account management, client inquiries, processing policy changes, remarkets, and assisting with client claims. You will work closely with account managers, underwriters, and other team members to ensure client satisfaction and retention. By maintaining a thorough understanding of personal lines insurance products and services, you will help clients navigate complex insurance policies and provide timely solutions to their concerns.

Work Arrangement: This is a full-time position with four expected days in our Dallas, TX office each week (one work from home day per week post-onboarding).

Professional Responsibilities:

• Assist clients with claim submissions, provide claim status updates, and help resolve issues with adjusters or underwriters
• Respond to all inquiries and requests from clients via phone, email, or in person
• Process and manage personal lines insurance policies
• Work closely with underwriters, agents, and other internal teams to ensure smooth processing of all personal lines policies
• Enter and update client information and policy details in the company’s database and CRM system
• Maintain regular communication with clients, providing updates on their policy changes and billing
• Prepare, review, and file insurance documents, ensuring accuracy and compliance with industry regulations
• Address client concerns or issues and work with underwriters, brokers, or other departments to find timely solutions
• Provide clients with billing information, payment options, and assist with resolving payment-related inquiries
• Ensure compliance with all regulatory requirements, agency policies, and industry standards when communicating with clients
• Build and maintain strong relationships with clients to foster retention and satisfaction

Qualifications and Requirements:

• High school diploma or equivalent is required; a college degree is a plus
• 2+ years of relevant work experience in personal lines insurance
• Prior working knowledge of policy management, quoting, or claims handling in a personal lines insurance setting
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• Demonstrated success in delivering high-quality customer support
• A passion for being part of a team that drives our company to industry leadership
• Ability to multitask in a fast-paced environment
• Authorized to work in the U.S. without sponsorship now and in the future

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Why BBA and Patriot Growth Insurance Services:

We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.