Personal Lines Account Manager

Job Description

Job Description

Description

Personal Lines Customer Service Representative (CSR)

Location: Skokie, IL (In-Office)
Salary Range: $50,000 - $70,000 (based on experience)

About Us:

We are a well-established independent insurance agency in Skokie, IL, specializing in personalized home, auto, life, health, and business insurance solutions. As a Trusted Choice agency , we are committed to exceptional client service and long-term relationships.

Position Overview:

We are seeking a Personal Lines CSR to join our growing team. This individual will be responsible for servicing and managing personal lines insurance policies , providing exceptional customer service, and ensuring client satisfaction. The ideal candidate will have insurance industry experience , strong communication skills, and a passion for helping clients protect what matters most.

Key Responsibilities:

• Client Servicing: Manage a book of personal lines clients, handling policy inquiries, endorsements, renewals, and coverage changes.

• Claims Assistance: Guide clients through the claims process, ensuring a smooth experience and acting as a liaison with carriers.

• Policy Reviews & Renewals: Conduct proactive policy reviews to identify coverage gaps and recommend appropriate solutions.

• Cross-Selling & Retention: Identify opportunities to offer additional coverage options (home, auto, umbrella) to existing clients.

• Carrier & Vendor Liaison: Work closely with insurance carriers to obtain quotes, process applications, and resolve issues.

• Documentation & Compliance: Maintain accurate records in the agency management system and ensure compliance with insurance regulations.

Qualifications & Skills:

• 2+ years of experience in personal lines insurance (Independent Agency experience preferred).

• Active Property & Casualty (P&C) License (preferred or willing to obtain).

• Proficiency in agency management software (AMS360, Applied Epic, HawkSoft, or similar) .

• Strong customer service, problem-solving, and communication skills.

• Detail-oriented with the ability to multitask in a fast-paced environment.

• Familiarity with the Illinois personal insurance market and carrier products is a plus.

Ready to Join Our Team?
If you're an experienced Personal Lines CSR looking for a client-focused, supportive agency where you can grow your career, we'd love to hear from you!