Personal Lines CSR

Job Description

Customer Service Representative (CSR) / Licensed Insurance CSR

Job Summary

Seeking a motivated and customer-focused individual to join a team as a Customer Service Representative (CSR) with Sales Ability or a Licensed Insurance CSR. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a passion for delivering exceptional service while identifying opportunities for cross-selling and new business development.

Compensation Package

• Base Salary: $40,000–$45,000 annually commissions
• Competitive benefits package, paid time off, professional development opportunities, etc.
  
  

Responsibilities

• Provide exceptional service to Personal Lines and Small Commercial accounts.
• Handle inbound calls, walk-ins, and referrals with professionalism and efficiency.
• Quote and service insurance policies for clients.
• Cross-sell and write new business to meet sales goals.
• Build and maintain strong relationships with clients to ensure satisfaction and retention.
• Collaborate with team members to support overall business objectives.
  
  

Qualifications/Requirements

• Licenses/Designations:
• Property & Casualty (P&C) License required or preferred (willing to sponsor the right candidate).
• Life & Health License is a plus.
• Bilingual candidates are highly desirable.
• Experience:
• Personal Lines insurance experience is required.
• Strong CSR/service background preferred over a pure producer background.
• Technical Skills:
• Proficiency in Applied Epic software is preferred.
• Soft Skills:
• Customer service mindset.
• Strong sales ability and cross-selling skills.
• Team-oriented attitude.
• Excellent relationship-building and networking abilities.
• Strong verbal and written communication skills.