Personal Lines Account Manager/CSR
Personal Lines Account Manager/CSR
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1 Vacancy
Job Description
Job Description
Job Title: Personal Lines Account Manager / Customer Service Representative
Job Summary
Seeking a proactive and customer-focused Personal Lines Account Manager/CSR to join a collaborative insurance team. This role blends service and sales responsibilities with a primary focus on managing existing accounts servicing client needs and supporting agency growth through inbound leads and cross-selling opportunities. The ideal candidate will thrive in a dynamic environment possess excellent communication skills and demonstrate reliability and initiative.
Responsibilities
Provide day-to-day service support to personal lines clients including handling billing inquiries policy changes renewals claims and underwriting matters
Respond to incoming client communications via phone email and text as part of a shared call rotation
Quote and propose new personal lines insurance policies to inbound prospects and leads
Manage and review renewals proactively remarketing accounts when needed
Cross-sell additional coverage lines to existing clients where appropriate
Follow up on referrals and leads provided by marketing and existing client base
Support occasional walk-in clients and deliver an exceptional customer experience
Operate with a balance of teamwork and independence; contribute to a positive drama-free team environment
Qualifications/Requirements
Active Property & Casualty insurance license required
Previous experience in personal lines account management and customer service
Strong interpersonal and communication skills
Comfortable balancing service and sales responsibilities
Ability to work independently while contributing to a collaborative team
Reliable self-motivated and client-focused with a problem-solving mindset
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LI-JC2
Required Experience:
Manager
Employment Type
Full-Time
