Personal Lines CSR/Account Manager

Personal Lines Account Manager

Position Overview

Well-established agency seeking a motivated and detail-oriented Personal Lines Account Manager to join the team. The ideal candidate will provide exceptional service to clients while assisting with insurance-related tasks and office operations. This position requires a commitment to customer satisfaction, attention to detail, and the ability to work effectively in a fast-paced environment. Agency offers professional development and growth, generous salary and PTO, and an easy-going team environment.

Key Responsibilities

• Greet customers and answer incoming calls with prompt, professional assistance.
• Foster strong relationships with customers to maintain a high level of client retention and product loyal
• Present and explain insurance policy options based upon prospective client needs and their personal
• Provide customers with additional information about about new products and services
• Quote insurance products and market carriers.
• Process client payments and maintain accurate transaction records.
• Assist clients with questions regarding premiums, coverage options, and policy details.
• Manage client records and ensure accurate documentation.
• Support marketing and outreach initiatives to build client relationships and promote agency products.

Qualifications

• Possess a valid Property & Casualty (P&C) insurance license or ability to get one
• Minimum of 1 year of experience in a customer service role in the insurance industry, but will train the right person with no experience looking for a career move.
• Strong communication and interpersonal skills.
• Proficiency in using computer systems, including Microsoft Office and agency management software
• Ability to handle multiple tasks and prioritize effectively.

If you are passionate about insurance and providing outstanding customer service; and are ready to contribute to an amazing team, we encourage you to apply!