Personal Lines CSR/Manager
Sterling Search Partners, Birmingham, Alabama, United States, 35275
Sterling Search Partners is seeking an experienced Lines CSR/Account Manager to join one of its clients’ teams in Birmingham, AL. The ideal candidate has a strong customer-service mindset, excellent insurance knowledge, and the ability to manage a personal lines book of business with confidence and efficiency. This role offers the opportunity to grow with the agency, contribute directly to its success, and enjoy a supportive, team-oriented environment.
Key Responsibilities Client Service & Account Management
Serve as the primary point of contact for personal lines clients, providing exceptional service by phone, email, and in person.
Manage day-to-day client requests including coverage questions, billing inquiries, endorsements, and policy changes.
Process renewals, review coverage needs with clients, and identify any gaps or improvement opportunities.
Maintain accurate and timely documentation in the agency management system.
Policy Support & Administration
Quote new and existing personal lines policies (home, auto, umbrella, renters, optional specialty lines, etc.).
Prepare renewal summaries, review rates, negotiate with carriers, and secure the best options for clients.
Submit applications, endorsements, cancellations, and reinstatement requests in accordance with carrier requirements.
Assist producers with new business workflows and help onboard new clients smoothly.
Cross-Selling & Client Growth
Identify opportunities to round out accounts by offering additional coverage such as umbrella, jewelry, flood, or specialty lines.
Engage in proactive outreach to ensure strong retention and client satisfaction.
Build long‑term relationships and act as a trusted insurance advisor for the clients you manage.
Ensure all actions comply with state insurance regulations and documentation standards.
Communicate with carriers regarding underwriting issues, billing discrepancies, and coverage submissions.
Stay up-to-date with carrier products, underwriting guidelines, and market changes.
Qualifications Required
At least
3 years of Personal Lines CSR, Account Manager, or agency experience
(5+ years strongly preferred).
Active
Property & Casualty insurance license
(or ability to obtain quickly).
Strong knowledge of personal lines products, markets, and underwriting guidelines.
Excellent communication, client-service, and problem-solving skills.
Proficiency with agency management systems
Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
Preferred
5 or more years of personal lines account management experience.
Background in a smaller independent agency where adaptability and multitasking were essential.
Experience quoting across multiple carriers through comparative raters or individual carrier portals.
Familiarity with additional specialty products (flood, dwelling, umbrella, etc.).
Client‑first mindset with exceptional service orientation
Strong attention to detail and accuracy
Ability to work independently and manage a book of business
Professional communication and follow‑through
Problem‑solving and ability to navigate carrier guidelines
Comfortable in a small‑office, collaborative environment
What We Offer
Opportunity to grow professionally as the agency expands
Supportive team culture with room for autonomy
Competitive compensation
Licensing and continuing education support
Flexible work environment (remote/hybrid options may be available depending on experience)
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Key Responsibilities Client Service & Account Management
Serve as the primary point of contact for personal lines clients, providing exceptional service by phone, email, and in person.
Manage day-to-day client requests including coverage questions, billing inquiries, endorsements, and policy changes.
Process renewals, review coverage needs with clients, and identify any gaps or improvement opportunities.
Maintain accurate and timely documentation in the agency management system.
Policy Support & Administration
Quote new and existing personal lines policies (home, auto, umbrella, renters, optional specialty lines, etc.).
Prepare renewal summaries, review rates, negotiate with carriers, and secure the best options for clients.
Submit applications, endorsements, cancellations, and reinstatement requests in accordance with carrier requirements.
Assist producers with new business workflows and help onboard new clients smoothly.
Cross-Selling & Client Growth
Identify opportunities to round out accounts by offering additional coverage such as umbrella, jewelry, flood, or specialty lines.
Engage in proactive outreach to ensure strong retention and client satisfaction.
Build long‑term relationships and act as a trusted insurance advisor for the clients you manage.
Ensure all actions comply with state insurance regulations and documentation standards.
Communicate with carriers regarding underwriting issues, billing discrepancies, and coverage submissions.
Stay up-to-date with carrier products, underwriting guidelines, and market changes.
Qualifications Required
At least
3 years of Personal Lines CSR, Account Manager, or agency experience
(5+ years strongly preferred).
Active
Property & Casualty insurance license
(or ability to obtain quickly).
Strong knowledge of personal lines products, markets, and underwriting guidelines.
Excellent communication, client-service, and problem-solving skills.
Proficiency with agency management systems
Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
Preferred
5 or more years of personal lines account management experience.
Background in a smaller independent agency where adaptability and multitasking were essential.
Experience quoting across multiple carriers through comparative raters or individual carrier portals.
Familiarity with additional specialty products (flood, dwelling, umbrella, etc.).
Client‑first mindset with exceptional service orientation
Strong attention to detail and accuracy
Ability to work independently and manage a book of business
Professional communication and follow‑through
Problem‑solving and ability to navigate carrier guidelines
Comfortable in a small‑office, collaborative environment
What We Offer
Opportunity to grow professionally as the agency expands
Supportive team culture with room for autonomy
Competitive compensation
Licensing and continuing education support
Flexible work environment (remote/hybrid options may be available depending on experience)
#J-18808-Ljbffr