Insurance Customer Service Specialist

Position Overview

Haven Insurance Group, a growing independent insurance agency dedicated to providing exceptional service, is seeking a motivated and detail-oriented Customer Service Representative (CSR) for Personal Lines. The CSR will play a vital role in supporting our personal lines department by servicing existing clients, assisting producers, and ensuring smooth day-to-day office operations. This role is ideal for someone who enjoys helping people, has strong organizational skills, and can wear multiple hats in a fast-paced environment.

Since 2012, Haven Insurance Group has been one of the fastest growing privately held insurance brokerage firms in Atlanta. With 28 years of claims experience, we not only secure the most competitive policies for our clients but also provide exceptional claims support.

Key Responsibilities

• Customer Service – Personal Lines:
  • Respond to client inquiries by phone and email in a timely and professional manner
  • Process policy changes, endorsements, renewals, and certificates of insurance
  • Assist clients with billing questions, ID card requests, and claims reporting
  • Provide proactive client follow-up to ensure satisfaction and retention
  • Support producers and agents with account management
• Office Management Tasks:
  • Receive, sort, and distribute incoming mail
  • Prepare outgoing correspondence and packages
  • Make bank deposits and maintain accurate records
  • Manage office supplies and ensure common areas remain organized
  • Assist with scheduling and other administrative tasks as needed

Required Qualifications

• Strong customer service and communication skills
• Detail-oriented with excellent organizational and multitasking abilities

Preferred Qualifications

• Prior experience in personal lines insurance (agency or carrier) strongly preferred
• Active Property & Casualty license or willingness to obtain within the first year
• Proficient with Microsoft Office Suite and agency management systems (experience with Applied Epic, AMS360, or similar a plus)

Benefits & Perks

• Salary: Competitive salary commensurate with experience
• 401k
• Opportunities for professional development and licensing support
• Collaborative, team-oriented work environment
• The chance to grow with a locally owned, independent agency that values its employees and clients