Personal Lines Account Manager (CSR) — Hybrid

Page Insurance • Idaho Falls, ID

54d • $50,000 - $70,000 • Hybrid

About The Position

This seat is built for someone who’s steady, sharp, and client-first. You’ll help existing clients navigate rate increases, protect great coverage, and keep the book healthy—without pressure tactics or chaos. We’ll give you clear workflows, scripts, templates, and support so you can win consistently.

Requirements

• Licensed P&C (Idaho) or can transfer quickly
• Have 12–18+ months of personal lines servicing experience (captive or independent—both welcome)
• Are calm and persuasive on the phone (clear, confident, never pushy)
• Are organized and consistent (you can juggle renewals and still document everything)
• Like standards, checklists, and clean processes
• Enjoy solving problems and taking ownership without needing micromanagement

Responsibilities

• Lead rate-increase conversations with confidence and empathy (coverage, deductibles, discounts, carrier options)
• Re-shop renewals when needed and present best-fit recommendations clearly
• Run renewals end-to-end: intake → remarket/quote → proposal → bind/issue → document
• Save cancels when appropriate while always doing what’s right for the client
• Keep the pipeline clean: notes, tasks, and documentation in EZLynx so nothing slips
• Spot simple cross-sell opportunities (umbrella, toys, etc.) when it genuinely helps the client

Benefits

• Time Off (Year 1): 30 paid days off (10 vacation + 7 sick + 13 paid holidays — includes Black Friday + Christmas Eve)
• Retirement: SIMPLE IRA with employer match (currently up to 3%; increasing to up to 5% soon)
• Hybrid flexibility (after ramp): 3 days in-office / 2 days remote weekly
• Clear workflows + templates (you’re not guessing what “good” looks like)
• No chaos culture: high standards, clean handoffs, clean documentation
• Real autonomy: you own your lane end-to-end, with support when you need it

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed