Job description

Personal Lines CSR/Account Manager Job Summary Seeking a dedicated and experienced Personal Lines CSR/Account Manager to join a well-established, full-service independent insurance agency. This role focuses on managing and servicing a portfolio of small to mid-size accounts, primarily in personal lines, with some commercial lines responsibilities. The ideal candidate will have a strong background in A–Z account servicing, excellent customer service skills, and the ability to manage client relationships effectively. This is primarily an in-office position, with potential hybrid flexibility based on experience and qualifications. Responsibilities • Manage and service a portfolio of small to mid-size accounts, primarily focusing on personal lines with some commercial lines exposure. • Handle A–Z account servicing, including binders, endorsements, certificates of insurance, ID cards, and renewals. • Quote new and renewal business to provide clients with competitive pricing and appropriate coverage options. • Maintain strong client relationships by delivering exceptional customer service and responding promptly to inquiries. • Coordinate with insurance carriers to facilitate policy changes, resolve coverage questions, and ensure accurate documentation. • Utilize Applied EPIC to maintain client records, process transactions, and manage account workflows. • Collaborate with team members to ensure efficient account management and client satisfaction. • Identify coverage gaps and recommend appropriate insurance solutions to meet client needs. Qualifications/Requirements • Holds an active P&C (Property and Casualty) insurance license. • 3–5+ years of experience in personal lines account management or insurance account servicing. • Experience managing accounts from start to finish within an independent insurance agency. • Familiarity with small to mid-size accounts, including condominium-related insurance, is preferred. • Proficiency in Applied EPIC or similar agency management software. • CIC (Certified Insurance Counselor) designation preferred. • Strong knowledge of personal lines insurance products, coverages, and industry practices. • Excellent organizational, communication, and problem-solving skills. • Ability to work independently while collaborating effectively with a team. • Detail-oriented, self-motivated, and committed to delivering high-quality client service. Compensation Package • Salary Range: $55,000 – $65,000 for Personal Lines; $65,000 – $75,000 for Commercial Lines, depending on experience and qualifications. • Benefits: Competitive benefits package. • Work Arrangement: Primarily in-office, with potential hybrid flexibility. 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. #LI-CS1

Requirements

Must-haves

Personal Lines CSR/Account Manager
This is primarily an in-office position, with potential hybrid flexibility based on experience and qualifications.
Manage and service a portfolio of small to mid-size accounts, primarily focusing on personal lines with some commercial lines exposure.
Handle A–Z account servicing, including binders, endorsements, certificates of insurance, ID cards, and renewals.
Quote new and renewal business to provide clients with competitive pricing and appropriate coverage options.
Maintain strong client relationships by delivering exceptional customer service and responding promptly to inquiries.
Coordinate with insurance carriers to facilitate policy changes, resolve coverage questions, and ensure accurate documentation.
Utilize Applied EPIC to maintain client records, process transactions, and manage account workflows.
Collaborate with team members to ensure efficient account management and client satisfaction.
Identify coverage gaps and recommend appropriate insurance solutions to meet client needs.
Qualifications/Requirements
Holds an active P&C (Property and Casualty) insurance license.
3–5+ years of experience in personal lines account management or insurance account servicing.
Experience managing accounts from start to finish within an independent insurance agency.
Proficiency in Applied EPIC or similar agency management software.
Strong knowledge of personal lines insurance products, coverages, and industry practices.
Excellent organizational, communication, and problem-solving skills.
Ability to work independently while collaborating effectively with a team.
Detail-oriented, self-motivated, and committed to delivering high-quality client service.
Compensation Package
Benefits: Competitive benefits package.
Work Arrangement: Primarily in-office, with potential hybrid flexibility.

Nice-to-haves

Familiarity with small to mid-size accounts, including condominium-related insurance, is preferred.
CIC (Certified Insurance Counselor) designation preferred.

Application prep

Use the role’s language and application details while tailoring your materials.

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