Job Description

Job Title: Personal Lines Account Manager / Customer Service Representative

Job Summary
Seeking a proactive and customer-focused Personal Lines Account Manager/CSR to join a collaborative insurance team. This role blends service and sales responsibilities, with a primary focus on managing existing accounts, servicing client needs, and supporting agency growth through inbound leads and cross-selling opportunities. The ideal candidate will thrive in a dynamic environment, possess excellent communication skills, and demonstrate reliability and initiative.

Responsibilities

• Provide day-to-day service support to personal lines clients, including handling billing inquiries, policy changes, renewals, claims, and underwriting matters

• Respond to incoming client communications via phone, email, and text as part of a shared call rotation

• Quote and propose new personal lines insurance policies to inbound prospects and leads

• Manage and review renewals, proactively remarketing accounts when needed

• Cross-sell additional coverage lines to existing clients where appropriate

• Follow up on referrals and leads provided by marketing and existing client base

• Support occasional walk-in clients and deliver an exceptional customer experience

• Operate with a balance of teamwork and independence; contribute to a positive, drama-free team environment

Qualifications/Requirements

• Active Property & Casualty insurance license required

• Previous experience in personal lines account management and customer service

• Strong interpersonal and communication skills

• Comfortable balancing service and sales responsibilities

• Ability to work independently while contributing to a collaborative team

• Reliable, self-motivated, and client-focused with a problem-solving mindset

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.

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