Personal Lines CSR

Responsibilities

• Build and maintain strong customer relationships through effective communication and service.
• Manage and grow a book of business, including personal and commercial accounts.
• Handle inside sales, including quoting and writing new business.
• Provide account grounding and carry accounts through the entire process.
• Collaborate with team members to ensure a positive and productive work environment.
• Utilize agency management systems to manage accounts and workflows.
• Shadow leadership and participate in hands-on training to learn the agency's processes.

Qualifications/Requirements

• Education & Licensing: Property & Casualty (P&C) license preferred (support provided for licensing if needed).
• Experience: Minimum of 3 years of office experience preferred. Experience in customer service or account management is a plus.
• Technical Skills: Familiarity with agency management systems is a plus.
• Soft Skills: Strong communication and interpersonal skills. Team-oriented with a positive attitude and a sense of humor. Integrity and adherence to the "Golden Rule" in interactions with customers and staff. Open communicator who thrives in a collaborative environment. Ability to adapt and learn quickly.

Compensation Package

• Base Salary: $45,000 - $55,000 annually + commission & bonus opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.