New Job Opening: Personal Lines CSR/AM in Tucson, AZ

Job Description

Personal Lines CSR/Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Customer Service Representative (CSR)/Account Manager to join a well-established and family-oriented insurance agency. As a key member of the team, you will play a vital role in servicing and managing a book of standard personal lines accounts, including auto, home, umbrella, RV, and motorcycle insurance.

Compensation Package

• Salary: $50,000 - $60,000 annually, commensurate with experience.


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

Responsibilities

• Provide exceptional customer service by addressing client inquiries, processing endorsements, issuing certificates, and assisting with adjustments (e.g., ID cards).


• Manage and service a book of standard personal lines accounts across all lines of coverage.


• Collaborate with clients to ensure their insurance needs are met and maintain strong, long-term relationships.


• Utilize EZ Lynx software to manage accounts and process transactions efficiently.


• Support the quoting and renewal process for personal lines accounts as needed.


• Uphold the agency’s commitment to timely communication and high-quality service.

Qualifications/Requirements

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


• Experience: Minimum of 2+ years of agency experience servicing a book of business with standard personal lines accounts.


• Technical Skills: Proficiency in EZ Lynx software is preferred.


• Soft Skills: Strong communication skills, attention to detail, ability to build relationships, and a customer-focused mindset.


• Work Environment: This is an on-site position; candidates must be comfortable working in a collaborative office setting.

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