Personal Lines CSR/Sales Agent

Job Summary

Seeking a motivated and dynamic Personal Lines (PL) Service Representative who is eager to contribute to a team. This role offers a unique opportunity to combine service expertise with sales potential, with the possibility of transitioning into a more sales-focused position within six months. The ideal candidate will have a Property & Casualty (P&C) license and a passion for delivering exceptional customer service while driving business growth.

Compensation Package

- Base Salary: $50,000 - $60,000 annually (commensurate with experience and qualifications) - Incentives: - 20% commission on new business and renewals - 50% commission on new business generated externally - Renewals commission up to 30% - PTO: Competitive package - Growth Potential: Proven track record of employees significantly increasing earnings over time

Responsibilities

- Provide exceptional service to personal lines clients, including quoting new and renewal business using AI quoting tools. - Work with carriers such as Grange, Auto Owners, Nationwide, Safeco, Wayne, and Western Reserve. - Handle standard personal accounts and, if applicable, small business commercial accounts. - Answer client inquiries, resolve issues, and ensure a seamless customer experience. - Identify opportunities to cross-sell and upsell insurance products to meet client needs. - Collaborate with the Operations Manager and other team members to achieve departmental goals.

Qualifications/Requirements

- Licenses: Active Property & Casualty (P&C) license is required. - Experience: Previous experience in personal lines insurance is preferred. Familiarity with small business commercial accounts is a plus. - Technical Skills: Proficiency in Hawksoft and AgencyZoom (or similar software) is highly desirable. - Soft Skills: - Flexibility and adaptability in a dynamic work environment. - Strong communication and interpersonal skills. - Ability to balance service responsibilities with sales initiatives. - Proactive problem-solving and organizational abilities. - Team-oriented mindset with a focus on collaboration.