Home › Companies › Agencyadministrators › Personal Lines Insurance Client Care Representative- Phone Team
Personal Lines Insurance Client Care Representative- Phone Team
Agencyadministrators · Active · BambooHR
Job facts
| Field | Value |
|---|---|
| Company | Agencyadministrators |
| Title | Personal Lines Insurance Client Care Representative- Phone Team |
| Normalized title | - |
| Department / team | Service |
| Location | - |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | BambooHR |
| Posted / first seen | 2020-02-05 / 2026-05-30 |
| Changed / last seen | 2026-05-30 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Agencyadministrators. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through BambooHR. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| Department jobs | Active postings in Service. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Agencyadministrators |
| Source | 04f01b7e-8597-41d6-a048-45673296971c |
| ATS provider | BambooHR |
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 ID | bf9328846fed7f2ead19440a74124c57c17e0a61 |
| Org ID | 2456af04-a7b6-4e59-a1ac-95ee5e14ce57 |
| Source ID | 04f01b7e-8597-41d6-a048-45673296971c |
| Board ID | 04f01b7e-8597-41d6-a048-45673296971c |
| Provider | bamboohr |
| Provider Job Key | 3 |
| Title | Personal Lines Insurance Client Care Representative- Phone Team |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | — |
| Department | Service |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | — |
| Region | — |
| City | — |
| Salary Raw | — |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://agencyadministrators.bamboohr.com/careers/3 |
| Apply URL | https://agencyadministrators.bamboohr.com/careers/3 |
| First Seen At | 2026-05-30 05:38:47Z |
| Last Seen At | 2026-06-06 09:42:57Z |
| Last Checked At | 2026-06-06 09:42:57Z |
| Last Changed At | 2026-05-30 05:38:47Z |
| Inactive At | — |
| Source Posted At | 2020-02-05 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=agencyadministrators/date=2026-06-06/2026-06-06T09-42-56-167Z-4c4b87e59e7efe598b709ad6e27b4003f3c862b8d125ce671ab1dfe512b34cfc.json |
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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&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 & Casualty (P&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; 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