Personal Lines CSR

Personal Lines Account Manager - Independent Insurance Agency

Location: Columbus, OH (Hybrid: 3 days in office / 2 days remote)

Compensation: $50,000-$57,000 base + benefits

About the Opportunity

A well-established independent insurance agency is seeking a Personal Lines Account Manager to join its close-knit, client-centered team. This role is ideal for a service-driven insurance professional who thrives in a collaborative environment and values long-term relationships over transactional interactions.

What Makes This Role Unique

Relationship-first approach: The agency prioritizes genuine care for clients, with a focus on providing the right coverage-not just selling policies.

Professional growth commitment: 2 hours/week dedicated to development time + full reimbursement for insurance designations.

Balanced environment: A team-oriented, low-pressure culture that values both professional success and personal well-being.Key Responsibilities

Manage day-to-day servicing of personal lines accounts (policy issuance, renewals, endorsements, quoting, changes, and client communication).

Build and maintain strong client relationships with a focus on retention and quality service.

Proactively identify areas for process improvement and collaborate with leadership to implement changes.

Maintain accurate client records and documentation in agency management systems.Qualifications

Experience: Minimum of 2 years personal-lines account management or CSR experience (more preferred).

Active OH P&C License

Skills: Strong client service skills, coachable, adaptable, and detail-oriented.

Mindset: Solutions-focused, proactive, and able to contribute to a collaborative team environment.

Familiarity with Hawksoft a plus, but not required-training provided.Compensation & Benefits

Base salary $50,000-$57,000

Health & life insurance (100% employer-paid for employee; family coverage available at employee cost).

401(k) with 4% match.

Short-term disability coverage.

Flexible hours (any 8-hour shift between 8 a.m.-6 p.m.).

2 weeks PTO.

Professional development support: 2 hours/week dedicated learning time + full designation reimbursement.Who Will Thrive Here

This role is perfect for someone who:

Values long-term client relationships over high-pressure sales.

Wants to work in a supportive, stable agency with a collaborative, small-team culture.

Is proactive, coachable, and committed to continual improvement.