How to hire a personal service representative

How to hire a personal service representative, step by step

Here's a step-by-step personal service representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a personal service representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new personal service representative
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you post your personal service representative job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find a personal service representative for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A personal service representative's background is also an important factor in determining whether they'll be a good fit for the position. For example, personal service representatives from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of personal service representatives and their corresponding salaries.

   Type of Personal Service Representative	Description	Hourly rate
   Personal Service Representative	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$12-19
   Service Officer	A service officer or client services officer is a professional who is a part of a financial management team that delivers services to customers. Service officers provide client support services by maintaining a high level of professionalism and competence in client interactions... Show more	$15-35
   New Accounts Representative	New accounts representatives are banking professionals who are responsible for the explanation of the available accounts. The accounts representatives explain different options for new accounts and interconnected services... Show more	$13-22

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Financial Transactions
   • Quality Customer Service
   • Support Services
   • Community Resources
   • ACH
   • Workforce Solutions
   • Financial Aid
   • Credit Card
   • Inbound Calls
   • Outbound Calls
   • Telephone Calls
   • Customer Inquiries
   • Bank Products
   • MIS

   Check all skills

   Responsibilities:

   • Utilize federal and state Medicaid health guidelines to implement proper manage care according to departmental policies and procedures.
   • Input and maintain ATM and debit cards within system.
   • Comply with HIPAA standards in all patient documentation and interactions
   • Handle complex inquires, resolve problems, gather information and troubleshoot problems.
   • Assist customers with routine online bank relate requests such, as inquiries regarding ATM and debit card usage and limits.
   • Assure all HIPAA guidelines are continuously being meet, while guaranteeing inquiries are being document according to government compliance standards.

3. Make a budget

   Including a salary range in your personal service representative job description is a great way to entice the best and brightest candidates. A personal service representative salary can vary based on several factors:

   • Location. For example, personal service representatives' average salary in mississippi is 50% less than in district of columbia.
   • Seniority. Entry-level personal service representatives earn 38% less than senior-level personal service representatives.
   • Certifications. A personal service representative with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in a personal service representative's salary.

   Average personal service representative salary

   $15.56hourly

   $32,364 yearly

   ---

   Entry-level personal service representative salary

   $25,000 yearly salary

   Updated December 16, 2025

4. Writing a personal service representative job description

   A personal service representative job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a personal service representative job description:

   Personal service representative job description example

   Our Role:
   
   The Assistant Service Representative (ASR) is a key role not just for our vibrant Personal Lines team but also across the Fred C. Church organization. This is a great opportunity for someone who is interested in an insurance career and/or enjoys supporting their colleagues in a professional and collegial office environment. Note that this role requires on-site work at all times. The preferred weekday schedule is 8:30am to 4:30pm or 9:00am to 5:00pm.
   
   Its Responsibilities:
   
   + Handle incoming and outgoing mail
   
   + Cover the front desk and handle incoming calls
   
   + Scan and route important documents from clients and business partners
   
   + Complete projects assigned by Personal Lines and other departments
   
   + Assist with everyday duties of the Personal Lines department
   
   Your Qualifications:
   
   + Proficiency in office applications such as Microsoft Word, Excel and Outlook
   
   + Familiarity with a multi-line/reception phone system
   
   + Sincere interest in gaining experience in the insurance industry
   
   + Time spent working in a professional office setting preferred
   
   + Able to walk around two floors of office space, sometimes pulling a light-weight mail cart, reaching to deliver mail to employee desks (or under office doors!)
   
   + A base understanding of personal insurance products is preferred
   
   + High school diploma
   
   Your Attributes:
   
   + Attention to detail and solid organization skills are critical to this role
   
   + Customer-friendly orientation
   
   + Comfortable working with a team and as an individual
   
   + Great communication skills
   
   Since 1865 Fred C. Church's primary focus has been on building long-lasting relationships with our clients while maintaining a rewarding workplace for our employees. From providing an unmatched level of professionalism and guidance to demonstrating that we care about the communities we live, work, and play in, our highly experienced and knowledgeable team is fully committed to exceeding expectations in all areas.
   
   We are honored to be recognized as one of the best places to work in the insurance industry. Through Business Insurance magazine's annual survey, our employees have helped Fred C. Church achieve recognition as a Best Places to Work in Insurance for the past nine (consecutive!) years by collectively building and maintaining a work culture that is positive, healthy and enjoyable.
   
   Fred C. Church is proud to have joined AssuredPartners at the end of 2021. The collaboration of resources will continue our long history of success and service - for our clients and employees. AssuredPartners was established in 2011 and is one of the fastest growing insurance brokers in the U.S. Through AssuredPartners, Fred C. Church is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members.
   
   ID: 2022-11330
   
   External Company URL: www.assuredptr.com
   
   Street: 41 Wellman Street

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5. Post your job

   To find personal service representatives for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any personal service representatives they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level personal service representatives with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your personal service representative job on Zippia to find and recruit personal service representative candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Recruiting personal service representatives requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new personal service representative

   Once you have selected a candidate for the personal service representative position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   After that, you can create an onboarding schedule for a new personal service representative. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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