New Job Opening: Personal Lines CSR in Mason, MI

Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and proactive Personal Lines Account Manager to join a team. This role is integral to our agency, focusing on providing exceptional service to our personal lines clients. The ideal candidate will have a strong background in Property & Casualty insurance, excellent communication skills, and a passion for delivering outstanding customer experiences. This is a fully onsite position, offering the opportunity to work in a supportive and collaborative environment.

Compensation Package

• Salary: $45,000 - $55,000 annually (based on experience) + bonus opportunities


• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide full-service account management for personal lines clients, handling all aspects of the client relationship from A to Z.


• Serve as the primary point of contact for walk-in clients, offering a professional and welcoming presence.


• Manage a book of business with account sizes ranging from $1,500 to $10,000 in premium, with an average size of $2,000 to $5,000.


• Work with top carriers, including Auto Owners, Citizens, Frankenmuth, and Pioneer.


• Utilize the EPIC Agency Management System to manage client accounts and documentation.


• Collaborate with team members to ensure seamless service delivery and client satisfaction.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.


• Experience with personal lines insurance is preferred.


• Familiarity with top carriers such as Auto Owners, Citizens, Frankenmuth, and Pioneer is a plus.


• Proficiency in using the EPIC Agency Management System is preferred.


• Strong interpersonal and communication skills.


• Proactive, eager to learn, and able to ask insightful questions.


• Ability to work collaboratively in a supportive team environment.

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