Personal Lines Account ManagerCSR

Personal Lines CSR / Account Manager

Seeking a dedicated and professional Personal Lines CSR / Account Manager to join a well-established and growing independent insurance agency. This role involves servicing an existing book of Personal Lines clients while fostering strong long-term client relationships.

• Competitive salary based on experience and qualifications
• Comprehensive benefits package including health dental and vision insurance
• Opportunities for professional development and career advancement

• Manage the day-to-day servicing of an assigned book of Personal Lines clients
• Handle policy changes endorsements billing inquiries and other client service requests
• Oversee policy renewals and proactively communicate with clients regarding coverage updates
• Review existing accounts to identify coverage gaps and opportunities for account rounding
• Assist clients with Home Auto Umbrella and other Personal Lines insurance products
• Liaise with insurance carriers regarding underwriting policy changes and coverage questions
• Prepare quotes and assist with remarketing accounts when necessary
• Maintain accurate client and policy information in the agency management system
• Provide responsive and professional customer service to clients
• Build and nurture strong relationships with existing clients
• Collaborate closely with Producers and other team members to ensure client satisfaction

• Prior experience in Personal Lines insurance is preferred
• Entry-level candidates with a strong interest in building a career in insurance are encouraged to apply
• Property & Casualty license is preferred or willingness to obtain one
• Strong customer service and relationship-building skills
• Excellent communication and organizational abilities
• Detail-oriented with the ability to manage multiple accounts and priorities effectively
• Experienced Personal Lines Account Managers and CSRs are strongly encouraged to apply

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