Personal Lines CSR

About the role

Seeking a dedicated and client-focused Personal Lines Account Manager to join a team at a well-established, locally-owned independent insurance agency. If you are passionate about delivering exceptional customer service and building strong client relationships, we encourage you to apply.

Pay

Hourly Rate: $20/hour for candidates without insurance experience; up to $26/hour for licensed and experienced professionals. Earn commissions on new business, with ample walk-in opportunities.

Benefits

Comprehensive benefits package.

Responsibilities

• Serve as the primary point of contact for Personal Lines clients, addressing their insurance needs and inquiries.
• Handle policy changes, billing questions, and customer service requests with accuracy and efficiency.
• Process policy documentation and maintain organized client records within the agency management system.
• Communicate directly with insurance carriers regarding coverages, policy updates, and underwriting guidelines.
• Retain and develop business through proactive customer service and relationship management.
• Support agency growth initiatives, including cross-selling opportunities across multiple lines of insurance.
• Ensure compliance with agency procedures and insurance regulations.
• Contribute to a positive and collaborative team culture.

Requirements

• Property & Casualty (P&C) License preferred. Candidates without a license must be willing to obtain one within 90 days of hire.
• Prior experience in Personal Lines insurance in a customer service or account management role is preferred.
• Familiarity with insurance products, coverages, and underwriting guidelines.
• Experience communicating directly with insurance carriers is a plus.
• High school diploma or equivalent required; additional education or certifications in insurance are a plus.

Skills

• Strong communication, organizational, and problem-solving abilities.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficiency in Microsoft Office Suite and familiarity with agency management systems such as Applied EPIC or AMS360 is preferred.