Licensed Personal Lines CSR (Renewals + Retention) — No Cold Calling

Licensed Personal Lines CSR (Retention Specialist) Hybrid

Pay: $48000$70000 DOE bonus
Schedule: Full-time Hybrid: 3 days in-office (Idaho Falls) 2 days remote (after training/ramp)

No cold calling. This is an existing-client renewals/retention role. Youll have the tools templates and support to winwithout being thrown into chaos.

Page Insurance is hiring a Licensed Personal Lines CSR (Retention Specialist). Home and auto rates have been chaotic the last few years our job is to be the calm trusted guide. If youre the type who can confidently handle rate-increase calls save cancellations and re-shop renewals with empathy speed youll thrive here.

What youll do (core deliverables)

• Handle rate-increase calls and explain options clearly (coverage deductibles discounts carrier changes)
• Run renewal remarkets and present best-fit options
• Manage the shopping lane (intake quote proposal close document)
• Save cancels and protect retention (while doing whats right for the client)
• Keep clean notes tasks in EZLynx so nothing falls through the cracks

Youll be successful if you are

• Licensed P&C (Idaho) or already licensed and able to transfer quickly
• 1218 months of insurance servicing experience (State Farm / Allstate / independent agency all welcome)
• Strong on phones: calm under pressure persuasive without being pushy
• Organized: you can juggle multiple renewals and still document everything
• Add a What success looks like in 90 days mini-section (3 bullets).

What success looks like in 90 days

• Own renewals saves: Youre confidently handling rate-increase calls re-shopping when needed and saving cancels with empathy clarity.
• Run the lane end-to-end: You can manage the full renewal workflow (intake remarket/quote proposal bind/issue document) without things slipping.
• Clean consistent follow-through: Every client touch task and outcome is documented in EZLynx and your renewal pipeline stays organized and on-time.

Tools youll use

• EZLynx (client servicing tasks notes renewals workflow)
• Carrier portals (rate comparisons endorsements billing/claims lookup remarkets)
• Phone texting tools (daily client calls follow-up retention conversations)
• Email templates scripts (clear proposals coverage explanations renewal options)
• Internal checklists process guides (so youre never guessing what good looks like)

Schedule / Work model

• Full-time
• Hybrid: 3 days in-office (Idaho Falls) 2 days remote weekly (after training/ramp) Training/ramp is in-office so you feel fully confident before going hybrid.

Benefits

• Paid Holidays: 11 holidays totaling 13 paid days (includes Black Friday Christmas Eve).
• PTO: Tenure-based PTO plan. New team members receive 7 sick days 10 vacation days plus paid holidays (totaling 30 days of paid time off including holidays).
• Retirement: IRA retirement plan with employer match to help you build long-term security. (Details provided during interview.)

Hiring process (timeline)

1. Apply online (23 minutes)
2. Phone screen (1015 minutes)
3. Interview (3045 minutes) a short scenario on a renewal increase call
4. Meet the team / final interview (optional 2030 minutes)
5. Offer start date

Typical timeline: We aim to make a decision within 710 business days of your application (faster when possible).