Personal Lines CSR

The Misch Group • Chicago, IL

7h • Hybrid

About The Position

We are seeking a dedicated and experienced Personal Lines CSR to join our team in the Chicagoland area. We're a multi-line independent insurance agency with a strong focus on personalized service and deep community roots. We're looking for a detail-oriented professional to provide exceptional support to our personal lines clients. Seeking a Personal Lines CSR candidate, proficient in the AMS 360 Management System or Vertafore, with at least 3 years of experience. Bonus, but not required, if candidate has Commercial Lines experience. Required to have and maintain a current Property and Casualty License. Option to work fully remote after first 60 days with mutually agreed upon in-person training days and agency office meeting once or twice a month. Majority of collaborative meetings conducted over TEAMS; expected to attend 6 in-person meetings per year.

Requirements

• Must hold a current Property & Casualty license.
• A minimum of 2 years of experience as an insurance CSR is required, with a preference for candidates who have prior independent agency experience.
• Strong organizational skills, excellent attention to detail, and a customer-focused mindset.

Nice To Haves

• Proficient in the AMS 360 Management System or Vertafore
• Commercial Lines experience

Responsibilities

• Serve as the primary point of contact for personal lines clients, handling all service requests including policy changes, billing inquiries, and claims assistance.
• Process endorsements, renewals, and other policy-related documentation with accuracy and efficiency.
• Proactively address and resolve client issues, ensuring a high level of customer satisfaction.
• Work closely with our sales team and carriers to provide seamless support and ensure client needs are met in a timely manner.

What This Job Offers

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