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Personal Lines Insurance Client Care Representative- Phone Team

Agencyadministrators · Active · BambooHR

Job facts

FieldValue
CompanyAgencyadministrators
TitlePersonal Lines Insurance Client Care Representative- Phone Team
Normalized title-
Department / teamService
Location-
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerBambooHR
Posted / first seen2020-02-05 / 2026-05-30
Changed / last seen2026-05-30 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Agencyadministrators.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through BambooHR.Open
Provider filtered searchThe same provider as a filtered job collection.Open
Department jobsActive postings in Service.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyAgencyadministrators
Source04f01b7e-8597-41d6-a048-45673296971c
ATS providerBambooHR

Description

Advance your Insurance Career with Agency Administrators Job Profile and Description: Agency Administrators, Inc. is expanding, and we have an opening for a Personal Lines Client Care Representative to join our award-winning team. Agency Administrators, Inc. is an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more. We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge. As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience. Position Type: Full- Time Hours: Monday through Friday 9:00 AM EST- 5:30 PM EST Education Required: Current P&C Producer license Experience Required: 2 Years minimum Job Responsibilities: Optimizing Customer Service and Client Relationships by consistently providing the highest level of professionalism and politeness to optimize customer service Policy Management including: Processing payments and provide clear and comprehensive explanations to insured's billing questions Obtain all necessary details to ensure endorsements are processed accurately and efficiently Generating and sending evidences of insurance such as binders and ID cards, as well as reviewing carrier downloads for accuracy Obtain claim information and transfer to carriers Document and process policy cancellations properly Conduct policy reviews with clients to ensure for underwriting accuracy as well as identify opportunities for savings within current policy Address company recommendations with insureds to meet carrier compliance requirements Maintain up-to-date client files by attaching documentation Navigate agency management system using proper workflows Skills and Specifications: To excel in this position, the ideal candidate should possess the following qualities: Self-motivated with a drive to expand their insurance knowledge Strong organizational, time management, and prioritization skills Solid work ethic and commitment to delivering exceptional service Excellent verbal and written communication skills to ensure professional and concise communication Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport Must possess a minimum of 2 years of related experience and a valid Property & Casualty (P&C) Insurance Producer License Experience with Applied EPIC a plus Salary and Benefits: Pay: $45,000 to $52,000 per year Paid Time off, Group Health Insurance, short- and long-term disability, vision coverage and life insurance. Company matched 401K and other benefits available.

Full job record

Job IDbf9328846fed7f2ead19440a74124c57c17e0a61
Org ID2456af04-a7b6-4e59-a1ac-95ee5e14ce57
Source ID04f01b7e-8597-41d6-a048-45673296971c
Board ID04f01b7e-8597-41d6-a048-45673296971c
Providerbamboohr
Provider Job Key3
TitlePersonal Lines Insurance Client Care Representative- Phone Team
Normalized Title
Statusactive
Activeyes
Location Text
DepartmentService
Team
Employment Typefull_time
Workplace Type
Remote Policy
Country
Region
City
Salary Raw
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://agencyadministrators.bamboohr.com/careers/3
Apply URLhttps://agencyadministrators.bamboohr.com/careers/3
First Seen At2026-05-30 05:38:47Z
Last Seen At2026-06-06 09:42:57Z
Last Checked At2026-06-06 09:42:57Z
Last Changed At2026-05-30 05:38:47Z
Inactive At
Source Posted At2020-02-05 00:00:00Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=agencyadministrators/date=2026-06-06/2026-06-06T09-42-56-167Z-4c4b87e59e7efe598b709ad6e27b4003f3c862b8d125ce671ab1dfe512b34cfc.json
Event Fields
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  "last_changed_at": "2026-05-30T05:38:47.150Z",
  "active_status": "active"
}
Parsed Structured
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  "location": {
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    "city": null,
    "region": null,
    "country": null,
    "is_remote": false,
    "confidence": null
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  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T09:42:56.999Z",
  "launch_scope": {
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    "included": true,
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    "countries": []
  },
  "remote_policy": null,
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  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
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    "departmentId": "18446",
    "locationType": "1",
    "jobOpeningName": "Personal Lines Insurance Client Care Representative- Phone Team",
    "departmentLabel": "Service",
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    "description": "<p><span style=\"font-weight: bold\"><span style=\"color: #4b4b4b; font-family: Arial, sans-serif; font-size: 22px\">Advance your Insurance Career with Agency Administrators</span></span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\"> </span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Job Profile and Description:</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Agency Administrators, Inc. is expanding, and we have an opening for a Personal Lines Client Care Representative to join our award-winning team.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Agency Administrators, Inc. is an independent insurance agency service center successfully serving clients throughout CT, NY, MD, MA, NC, SC, FL and more.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">We are a proud and passionate company that invests heavily in technology and education to ensure that we have the best tools and knowledge.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">As a member of the Personal Lines Team, you will work with multiple carriers and customers to create an outstanding service experience.</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\"> </span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Position Type: Full- Time</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Hours: Monday through Friday 9:00 AM EST- 5:30 PM EST<br>Education Required: Current P&amp;C Producer license<br>Experience Required: 2 Years minimum</span></p>\n<p><span style=\"font-family: Helvetica, sans-serif; font-size: 13px\"> </span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Job Responsibilities:</span></p>\n<ul>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Optimizing Customer Service and Client Relationships by consistently providing the highest level of professionalism and politeness to optimize customer service</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Policy Management including:</span>\n<ul>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Processing payments and provide clear and comprehensive explanations to insured's billing questions</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Obtain all necessary details to ensure endorsements are processed accurately and efficiently</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Generating and sending evidences of insurance such as binders and ID cards, as well as reviewing carrier downloads for accuracy</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Obtain claim information and transfer to carriers</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Document and process policy cancellations properly</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Conduct policy reviews with clients to ensure for underwriting accuracy as well as identify opportunities for savings within current policy</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Address company recommendations with insureds to meet carrier compliance requirements</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Maintain up-to-date client files by attaching documentation</span></li>\n</ul>\n</li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Navigate agency management system using proper workflows</span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\"> </span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\"> </span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Skills and Specifications:</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">To excel in this position, the ideal candidate should possess the following qualities:</span></p>\n<ul>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Self-motivated with a drive to expand their insurance knowledge</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Strong organizational, time management, and prioritization skills</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Solid work ethic and commitment to delivering exceptional service</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Excellent verbal and written communication skills to ensure professional and concise communication</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Demonstrate an ability to develop trust and credibility easily and quickly to establish rapport</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Must possess a minimum of 2 years of related experience and a valid Property &amp; Casualty (P&amp;C) Insurance Producer License</span></li>\n<li><br><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Experience with Applied EPIC a plus</span></li>\n</ul>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\"> </span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Salary and Benefits:</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Pay: </span><span style=\"font-family: Arial, sans-serif; font-size: 18px\">$45,000 to $52,000 </span><span style=\"font-family: Arial, sans-serif; font-size: 18px\">per year</span></p>\n<p><span style=\"font-family: Arial, sans-serif; font-size: 18px\">Paid Time off, Group Health Insurance, short- and long-term disability, vision coverage and life insurance. Company matched 401K and other benefits available.</span></p>\n<p><br></p>",
    "compensation": "$45,000-$52,000",
    "departmentId": "18446",
    "locationType": "1",
    "seekPromoted": false,
    "jobCategoryId": null,
    "jobOpeningName": "Personal Lines Insurance Client Care Representative- Phone Team",
    "departmentLabel": "Service",
    "jobOpeningStatus": "Open",
    "minimumExperience": "Mid-level",
    "jobOpeningShareUrl": "https://agencyadministrators.bamboohr.com/careers/3",
    "employmentStatusLabel": "Full-Time"
  }
}
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