Personal Lines Insurance - CSR
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-16
Listing for:
The Misch Group
Full Time
position Listed on 2026-01-16
Job specializations:
-
Insurance
Insurance Sales, Insurance Agent, Property Insurance, Life Insurance
Job Description & How to Apply Below
Personal Lines CSR
About Us:
We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses.
Role Expectations andDescription:
The CSR is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.
Job Requirements:- P&C License required
- Experience working for an independent insurance agency
- Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
- Minimum of 2 years of experience as a Personal Lines CSR
- Must be able to multi-task and handle a heavy workload with minimal supervision
- Effective communicator (verbal and written)
- Working knowledge of Applied Systems Epic management system
- Insurance designation (Preferred)
Skills:
- Experience with Microsoft Office and proficiency in Word and Excel
- Excellent organizational skills with attention to detail
- Work with Agency Principal, Producers, and Team Members
- Order policies and issue documentation, certificates, and binders as needed
- Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
- Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
- Bind coverage for new clients
- Competitive Pay
- Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.
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