Personal Lines Account Manager (CSR) — Hybrid

About the role

Pay: $50,000–$70,000 DOE + bonus
Schedule: Full-time | Hybrid (after training): 3 days in office / 2 remote
No cold calling. This is an existing-client renewals + retention role.

What you can expect here

• A stable, organized, and respectful workplace
• Leadership that values clarity, accountability, and autonomy
• A team that’s proud of doing things the right way—accurately, professionally, and on time
• Room to grow into more responsibility if you want it

Core Responsibilities

• Lead rate-increase conversations with confidence and empathy
• Re-shop renewals when needed and present best-fit recommendations clearly
• Run renewals end-to-end: intake → remarket/quote → proposal → bind/issue → document
• Save cancels when appropriate while always doing what's right for the client
• Keep the pipeline clean: notes, tasks, and documentation in EZLynx so nothing slips
• Spot simple cross-sell opportunities (umbrella, toys, etc.) when it genuinely helps the client

Qualifications

• Licensed P&C (Idaho) or can transfer quickly
• 12–18+ months of personal lines servicing experience (captive or independent—both welcome)
• Calm and persuasive on the phone (clear, confident, never pushy)
• Organized and consistent (you can juggle renewals and still document everything)
• Like standards, checklists, and clean processes
• Enjoy solving problems and taking ownership without needing micromanagement

Tools you'll use

• EZLynx (tasks, notes, renewal workflow)
• Carrier portals (remarkets, endorsements, billing/claims lookups)
• Phone + texting tools (fast client follow-up)
• Templates, scripts, and internal checklists (you're never guessing what "good" looks like)

Work Model

• Full-time
• Hybrid after training/ramp: 3 days in-office (Idaho Falls), 2 days remote weekly

Training/Ramp

• Training/ramp is primarily in-office so you feel fully confident before going hybrid

Benefits

• Time Off (Year 1): 30 paid days off (10 vacation + 7 sick + 13 paid holidays — includes Black Friday + Christmas Eve)
• Retirement: SIMPLE IRA with employer match (currently up to 3%; increasing to up to 5% soon)
• Hybrid flexibility (after ramp): 3 days in-office / 2 days remote weekly

Why Team Members Like Working Here

• Clear workflows + templates (you're not guessing what "good" looks like)
• No chaos culture: high standards, clean handoffs, clean documentation
• Real autonomy: you own your lane end-to-end, with support when you need it

Hiring Process

• Apply online (2–3 minutes)
• Phone screen (10–15 minutes)
• Interview (30–45 minutes) + short role-play (renewal increase call)
• Optional: meet the team (20–30 minutes)
• Offer + start date

Equal Opportunity Employer

We hire based on skill, character, and performance. The Pay Range For This Role Is 50,000 - 70,000 USD per year(Idaho Falls)