Job Description

Commercial Lines CSR / Personal Lines CSR

Job Summary

Seeking experienced and dedicated professionals to join a team as a Commercial Lines CSR or a Personal Lines CSR. These roles are integral to the commitment to providing exceptional service to the clients. The ideal candidates will have a strong background in insurance, excellent communication skills, and the ability to work independently in a close-knit, professional environment. This is a fully in-office position with a focus on servicing, quoting, retention, and cross-selling.

Compensation Package

• Salary: $35,000–$55,000 annually, based on experience + commissions
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional customer service to clients in the commercial or personal lines insurance sector.
• Handle quoting, servicing, and retention of accounts.
• Actively engage in cross-selling and selling opportunities.
• Manage mid-size accounts and maintain an active book of business.
• Utilize Applied TAM software for account management.
• Collaborate with a small, experienced team to ensure client satisfaction.

Qualifications/Requirements

• Experience:
  • Prior insurance experience is required.
  • Familiarity with Applied TAM software is preferred.
  • Experience with carriers such as Travelers, Central Mutual, Auto-Owners, and Safeco is a plus.
• Licensing:
  • Property & Casualty (P&C) license preferred. Willing to license the right candidate if needed.
• Skills:
  • Professional grammar and communication.
  • Friendly and polished phone presence.
  • Confidence driven by experience.
  • Ability to work independently and as part of a small, tight-knit team.
• Work Setting: Fully in-office; no remote work available.

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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