Personal Lines CSA

About the role

Job Summary Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a growing team. This role is pivotal in ensuring the seamless management of client accounts, providing exceptional service, and supporting the producers in delivering tailored insurance solutions. With a strong emphasis on teamwork, flexibility, and a people-first culture, this position offers an excellent opportunity to thrive in a supportive and dynamic environment.

Pay

Salary: Competitive, based on experience. Profit Sharing: 10% of salary.

Benefits

• Up to 4 weeks PTO, based on experience
• Annual Christmas bonus
• Performance-based rewards
• Onsite work with potential for limited hybrid flexibility

Schedule

Work Hours: 35 hours per week (paid lunch included).

Responsibilities

• Provide accurate quotes by inputting data into carrier websites.
• Format summaries, draft renewal letters, and update coverage details.
• Assist with claims and manage house accounts.
• Handle a book of business with premiums ranging from $200 to $12,000.
• Collaborate with producers and CSAs to ensure client satisfaction.
• Maintain a high retention rate.
• Utilize AMS 360 for account management.
• Participate in team-building activities and contribute to a positive workplace culture.

Qualifications

• Property & Casualty (P&C) license required.
• 3-5 years experience preferred, but open to candidates with varying levels of experience.
• Candidates with strong energy and a willingness to learn are encouraged to apply.
• Proficiency in AMS 360 and familiarity with top carriers such as Westfield, Auto-Owners, Hanover, Liberty Mutual/Safeco, and Progressive.