Personal Lines CSR

Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and proactive Personal Lines Account Manager to join a team. This role is integral to our agency focusing on providing exceptional service to our personal lines clients. The ideal candidate will have a strong background in Property & Casualty insurance excellent communication skills and a passion for delivering outstanding customer experiences. This is a fully onsite position offering the opportunity to work in a supportive and collaborative environment.

Compensation Package

• Salary: $45000 - $55000 annually (based on experience) bonus opportunities
• Benefits: Competitive benefits package 401(k) paid time off professional development opportunities etc.

Responsibilities

• Provide full-service account management for personal lines clients handling all aspects of the client relationship from A to Z.
• Serve as the primary point of contact for walk-in clients offering a professional and welcoming presence.
• Manage a book of business with account sizes ranging from $1500 to $10000 in premium with an average size of $2000 to $5000.
• Work with top carriers including Auto Owners Citizens Frankenmuth and Pioneer.
• Utilize the EPIC Agency Management System to manage client accounts and documentation.
• Collaborate with team members to ensure seamless service delivery and client satisfaction.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• Experience with personal lines insurance is preferred.
• Familiarity with top carriers such as Auto Owners Citizens Frankenmuth and Pioneer is a plus.
• Proficiency in using the EPIC Agency Management System is preferred.
• Strong interpersonal and communication skills.
• Proactive eager to learn and able to ask insightful questions.
• Ability to work collaboratively in a supportive team environment.

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