Licensed Personal Lines CSR; Retention​/Renewals Specialist — Hybrid; Idaho Falls

Position: Licensed Personal Lines CSR (Retention / Renewals Specialist) — Hybrid (Idaho Falls)

4 days ago Be among the first 25 applicants

Page Insurance is a fast-growing, tech-forward independent insurance agency based in Idaho Falls, Idaho
. We help great people protect what matters—primarily preferred personal lines (auto + home) and “Main Street” commercial accounts—by delivering concierge-level service with a local, relationships-first feel.

We’ve been serving Southeast Idaho for decades, and we’re building the next version of a modern agency: one where clear processes, great communication, and smart technology remove the chaos so our team can focus on what humans do best—
take care of clients
.

What we’re about

• ❤️ Heart:
  We care. We listen. We treat people like neighbors, not ticket numbers.
• ⚡ Hustle:
  High standards, follow-through, and ownership. We do what we say we’ll do.
• 🏡 Home:
  Steady, trusted service—no drama, no dropped balls, no “figure it out alone.”

How we work

• Team-based service:
  You’ll have support, templates, and a real system—not random heroics.
• Process-driven (in a good way):
  Checklists, standards, and clarity beat stress and rework.
• Tech that gives you superpowers:
  We invest in tools and automation to make your day smoother and your wins more consistent.
• Growth-minded:
  We’re always improving—training, coaching, and leveling up together.

What you can expect here

• A workplace that’s stable, organized, and respectful
• Leadership that values clarity, accountability, and autonomy
• A team that’s proud of doing things the right way—accurately, professionally, and on time
• Room to grow into more responsibility if you want it

Page Insurance is an equal opportunity employer. We hire based on talent, character, and ability to do the job.

About

The Role

This is a renewals + retention seat built for someone who’s steady, sharp, and client-first. You’ll help existing clients navigate rate increases, protect great coverage, and keep the book healthy—without pressure tactics or chaos. We’ll give you clear workflows, scripts, templates, and support so you can win consistently.

What You’ll Do

• Lead rate-increase conversations with confidence and empathy (coverage, deductibles, discounts, carrier options)
• Re-shop renewals when needed and present best-fit recommendations clearly
• Run renewals end-to-end: intake → remarket/quote → proposal → bind/issue → document
• Save cancels when appropriate while always doing what’s right for the client
• Keep the pipeline clean: notes, tasks, and documentation in EZLynx so nothing slips
• Spot simple cross-sell opportunities (umbrella, toys, etc.) when it genuinely helps the client

You’ll Thrive Here

• Are licensed P&C (Idaho) or can transfer quickly
• Have 12–18+ months of personal lines servicing experience (captive or independent—both welcome)
• Are calm and persuasive on the phone (clear, confident, never pushy)
• Are organized and consistent (you can juggle renewals and still document everything)
• Like standards, checklists, and clean processes
• Enjoy solving problems and taking ownership without needing micromanagement

What Success Looks Like

• Own renewals + saves:
  You handle rate calls, re-shop when needed, and reduce cancellations with empathy + clarity
• Run the lane end-to-end:
  You manage renewals from start to finish without things slipping
• Clean follow-through:
  Every touchpoint/outcome is documented; your renewal pipeline stays on time and under control

Tools You’ll Use

• EZLynx (tasks, notes, renewal workflow)
• Carrier portals (remarkets, endorsements, billing/claims lookups)
• Phone + texting tools (fast client follow-up)
• Templates, scripts, and internal checklists (you’re never guessing what “good” looks like)

Work Model

• Full-time
• Hybrid after training/ramp: 3 days in-office (Idaho Falls), 2 days remote weekly
• Training/ramp is primarily 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 plan. New team members start with 7 sick days + 10 vacation days, plus paid holidays (30 paid days off including holidays)
• Retirement: IRA with employer match (details during interview)

Hiring Process

• Apply online (2–3 minutes)
• Phone screen (10–15 minutes)
• Interview (30–45 minutes) + short role‑play (renewal increase call)
• Optional: meet the team (20–30 minutes)
• Offer + start date Typical timeline: decision within 7–10 business days (often faster)

Equal Opportunity Employer

We hire based on skill, character, and performance.

#J-18808-Ljbffr