Personal Lines CSR

TOP 5 Most Important Things To Know When Clearing FOR THIS JOB

Fully Onsite

Covers 100% Medical for Employee

Looking for someone long-term, least tenured employee there is at 9 years

Has at least 2-3 years of experience

ideally can start soon, immediate need.

Company Information

1. Name of Company:

Advanced Insurors, Inc.

a. Mailing Address: 1849 The Exchange, S.E., Suite #150, Atlanta, GA 30339

b. Company Website:

2. Name of Contact:

Gail Gaston

a. Email Address:

b. Phone Number:

c. Title:

3. Where/who should the Invoice be sent to?:

a. Name: Gail Gaston

b. Email:

4. Company Selling Points - Why should someone work for your agency?

Group health insurance provided at no cost

Family feel, great tenure within the company

Bonuses based on profit sharing

Active opportunity to write new business

Solid client base with established carriers

5. How would you describe the company culture?

Small team feel with longevity and loyalty

Strong focus on experience and quality service

6. How many total employees? 9

Job Order Information

1. Job Title:

Commercial Lines CSR / Personal Lines CSR (2 roles open)

3. Why is this position open?

a. Commercial Lines: Prior employee had a stroke and will not return (doctor's decision, 3 months ago)

b. Personal Lines: Previous employee retired

4. Who does this position report to?

a. Name & Title: Gail Gaston

5. Required/Preferred Licenses or Designations:

They will license someone if needed, preferred p&c though

Must have strong insurance experience; no entry-level

6. Types of Accounts They Will Be Working On:

a. Size of Accounts: Mid-size

b. Book of Business/# of Policies: Not specified, but active servicing and cross-selling involved

7. Daily Responsibilities:

a. include quoting, servicing, and retention, some cross selling and selling

8. Must-Have Experience:

Prior insurance experience (not willing to pay for someone without it)

Experience with Applied TAM preferred

Carrier experience: Travelers, Central Mutual, Auto-Owners, Safeco

9. Preferred Years of Experience:

Enough to be self-sufficient; they want someone seasoned

10. Software Proficiency:

Applied TAM

11. Salary for This Position:

$35,000-$55,000 depending on experience

12. 401(k):

na

13. Work Setting (Remote, Hybrid, In-Office):

Fully In-Office

a. If Remote, is Equipment Provided?: N/A

14. Is there any travel involved with this role?:

No

15. Can you send me a copy of your benefit package?:

Includes:

Group health insurance at no cost

Commission structure (30% first term and cross-sell)

Profit-sharing bonuses

Soft Skills Information

1. Wish List - Top 5 Soft Skills You Want This Candidate to Have:

Professional grammar and communication

Not cocky or arrogant

Friendly, polished phone presence

Experience-driven confidence

Willingness to be part of a small, tight-knit office

Process Information

1. Have you reviewed any resumes/interviewed any candidates yet?

Yes

a. Where did they fall short?: One current option has banking experience only

2. Do you have any other search firms working on this role?

a. No

3. What does the interview process look like?

Phone interview with Gail (focuses on voice, grammar, confidence, tone)

If she likes them: in-person interview

If she's sold: will make an offer on the spot

4. Where do you like to hire from?

a. Specific companies you've had success hiring from/like to see on a resume: Not specified, but likely experienced insurance professionals

5. Are there any companies you are affiliated with or prefer not to hire from?

Opposed to recruiters calling into other agencies

6. Onboarding - What does that look like and is anything required prior to the start date?

Not detailed, but direct start after offer

7. Is there a training period, and if so, what does it look like?

Willing to train

Closing Information

1. When would you like the person to start?

August 15, 2025 (urgently needed)

2. What is your availability to interview qualified candidates over the next 1-2 weeks?

ASAP - highly responsive and willing to move quickly

4. Submission Deadline - What day and time can we review the candidates together?