Personal Lines CSR

Personal Lines Customer Service Representative (CSR)

Seeking a dedicated and professional Personal Lines Customer Service Representative (CSR) to join a team. As a boutique agency, we pride ourselves on delivering exceptional service and building strong relationships with clients. The ideal candidate will be a team player with an entrepreneurial spirit, a proactive approach, and a passion for providing outstanding customer service. This role offers the opportunity to work in a collaborative environment where personal and professional growth is encouraged.

• Salary Range: $65,000 - $85,000 annually + bonus opportunities
• Benefits:
  Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

• Collaborate with a team to handle incoming client inquiries and provide exceptional customer service.
• Manage renewals and focus on retaining existing business.
• Develop and execute marketing plans for personal lines accounts.
• Quote new and renewal business (approximately 35% of daily responsibilities).
• Work with carriers such as Erie, Travelers, Ohio Mutual, and Cincinnati.
• Participate in local client meetings and build strong client relationships.
• Support team members and contribute to a positive and energetic work environment.

• Active Property & Casualty (P&C) license is required.
• 3-5 years of experience in personal lines insurance.
• Proficiency with EPIC software is preferred.
• Strong interpersonal and communication skills; must be a people person.
• Energetic, tech‑savvy, and entrepreneurial mindset.
• Ability to work onsite with potential for increased flexibility after one year.
• Willingness to travel locally as needed.