Personal Lines CSR/Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Customer Service Representative (CSR)/Account Manager to join a well-established and family-oriented insurance agency. Since 1963, have built a reputation for exceptional customer service and strong client relationships. As a key member of the team, you will play a vital role in servicing and managing a book of standard personal lines accounts, including auto, home, umbrella, RV, and motorcycle insurance.

Compensation Package

• Salary: $50,000 - $60,000 annually, commensurate with experience.
• Benefits: Comprehensive benefits package, including a competitive group medical plan.

Responsibilities

• Provide exceptional customer service by addressing client inquiries, processing endorsements, issuing certificates, and assisting with adjustments (e.g., ID cards).
• Manage and service a book of standard personal lines accounts across all lines of coverage.
• Collaborate with clients to ensure their insurance needs are met and maintain strong, long-term relationships.
• Utilize EZ Lynx software to manage accounts and process transactions efficiently.
• Support the quoting and renewal process for personal lines accounts as needed.
• Uphold the agency’s commitment to timely communication and high-quality service.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2+ years of agency experience servicing a book of business with standard personal lines accounts. Candidates with carrier or TPA experience will not be considered.
• Technical Skills: Proficiency in EZ Lynx software is preferred.
• Soft Skills: Strong communication skills, attention to detail, ability to build relationships, and a customer-focused mindset.
• Work Environment: This is an on-site position; candidates must be comfortable working in a collaborative office setting.

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