Personal Lines CSR

Seeking a motivated and versatile Personal Lines Service Representative to join a growing insurance agency. This role combines personal lines account servicing with opportunities to transition into a sales-focused position. The ideal candidate will have a strong understanding of personal insurance products, excellent customer service skills, and an interest in developing their sales abilities.

This position offers a clear path for career advancement, with the potential to transition into a sales role within six months. Additional opportunities may include expanding into small business commercial accounts. This is an in-office position suited for a proactive, adaptable, and customer-focused professional.

• Provide exceptional service to personal lines clients, including quoting new business and processing renewals.

• Utilize quoting tools and agency management software to manage client accounts efficiently.

• Handle inbound service calls, address client inquiries, and provide timely solutions to insurance-related needs.

• Identify opportunities to cross-sell and upsell insurance products to existing clients.

• Develop and maintain strong relationships with clients to support retention and satisfaction.

• Collaborate with management and team members to ensure seamless client experiences.

• Work with insurance carriers to obtain competitive coverage options and pricing.

• Support new business development efforts and gradually assume additional sales responsibilities.

• Assist with small business commercial accounts as opportunities arise.

• Stay informed about insurance products, industry trends, and carrier guidelines.

• Holds an active P&C (Property and Casualty) insurance license.

• Previous experience in personal lines insurance preferred.

• Familiarity with small business commercial insurance is a plus.

• Proficiency with Hawk Soft and Agency Zoom is highly desirable.

• Strong communication, interpersonal, and relationship-building skills.

• Ability to balance customer service responsibilities with sales opportunities.

• Customer-focused mindset with a commitment to providing exceptional service.

• Proactive, self-motivated, and eager to develop professionally.

• Strong organizational skills and attention to detail.

• Ability to collaborate effectively in a team-oriented environment.

• Willingness to learn new technologies and adapt to evolving business needs.

• Base Salary: $40,000 – $55,000 annually, depending on experience and qualifications.

• Commission Opportunities:

  • 20% commission on new business and renewals.

  • 50% commission on externally generated new business.

  • Renewal commissions of up to 30%.

• Benefits: Competitive benefits package, including paid time off.

• Earning Potential: Opportunity for significant income growth through sales performance and commission incentives.

• Career Advancement: Opportunity to transition into a sales-focused role with additional growth potential.

• Work Arrangement: In-office position.

Disclaimer:
Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.