Job Description

Personal Lines CSR/Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines CSR/Account Manager to join a growing team. This role is an excellent opportunity for a motivated individual with a strong background in personal lines insurance to contribute to the success of a well-established agency. The ideal candidate will have a passion for providing exceptional customer service, a keen eye for detail, and the ability to manage a book of business effectively. This is not a sales-focused position, but any sales contributions will be appreciated.

Compensation Package

• Base Salary: $40,000 - $50,000 (Dependent on Experience)
• Earning Potential: $60,000 - $80,000 (including bonuses and commissions)
• Benefits:
  • 70% Employer-Paid Health Insurance
  • Paid Voluntary Benefits (Short-Term Disability, Long-Term Disability, Accident Insurance)
  • 12 Days Paid Time Off (PTO) + 6 Sick Days
  • Simple IRA with 3% Employer Match

Responsibilities

• Provide exceptional service to existing clients by managing a book of business.
• Handle policy changes, address client inquiries, and assist with claims.
• Quote new and renewal business.
• Utilize IMS Zanatek and Agency Zoom CRM software for efficient account management.
• Collaborate with team members to ensure client satisfaction and retention.
• Maintain a professional and courteous demeanor in all client interactions.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years in personal lines insurance, with a strong preference for candidates with Erie Insurance experience.
• Skills:
  • Proficiency in IMS Zanatek and Agency Zoom CRM software is preferred.
  • Strong organizational and communication skills.
  • Ability to work effectively in a fast-paced environment.
• Work Environment: On-site position (Mount Airy, MD). Hybrid work may be considered for exceptional candidates, though on-site work is strongly preferred.

#LI-DW2