Personal Lines Account Manager (CSR) — Hybrid
Page Insurance, Idaho Falls, Idaho, United States, 83401
Personal Lines Account Manager (CSR) — Hybrid
Pay:
$50,000–$70,000 DOE + bonus Schedule:
Full-time | Hybrid (after training):
3 days in office / 2 remote No cold calling.
This is an
existing-client renewals + retention
role.
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.
What you’ll do (core 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
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
You’ll thrive here if you…
Are
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
What success looks like in your first 90 days
Own renewals + saves:
You handle rate calls, re-shop when needed, and reduce cancellations with empathy + clarity
Run the lane end-to-end:
You manage renewals from start to finish without things slipping
Clean follow-through:
Every touchpoint/outcome is documented; your renewal pipeline stays on time and under control
Tools you’ll use
EZLynx
(tasks, notes, renewal workflow)
Carrier portals
(remarkets, endorsements, billing/claims lookups)
Phone + texting tools
(fast client follow-up)
Templates, scripts, and internal checklists
(you’re never guessing what “good” looks like)
Full-time
Hybrid after training/ramp:
3 days in-office (Idaho Falls), 2 days remote weekly
Training/ramp is primarily in-office so you feel fully confident before going hybrid
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
Why Team Members like working here:
Clear workflows + templates
(you’re not guessing what “good” looks like)
Real autonomy:
you own your lane end-to-end, with support when you need it
Hiring process
Apply online (
2–3 minutes
)
Phone screen (
10–15 minutes
)
Interview (
30–45 minutes
) + short role-play (renewal increase call)
Optional: meet the team (
20–30 minutes
)
Offer + start date Typical timeline:
decision within
7–10 business days
(often faster)
Equal Opportunity Employer:
We hire based on skill, character, and performance.
Page Insurance is a fast-growing, tech-forward independent insurance agency based in
Idaho Falls, Idaho
. We help great people protect what matters—primarily
preferred personal lines (auto + home)
and “Main Street” commercial accounts—by delivering
concierge-level service
with a local, relationships-first feel.
We’ve been serving Southeast Idaho for decades, and we’re building the next version of a modern agency: one where
clear processes, great communication, and smart technology
remove the chaos so our team can focus on what humans do best—
take care of clients
.
What we’re about: Heart, Hustle, and Home
⚡
Hustle:
High standards, follow-through, and ownership. We do what we say we’ll do.
How we work
Team-based service:
You’ll have support, templates, and a real system—not random heroics.
Process-driven (in a good way):
Checklists, standards, and clarity beat stress and rework.
Tech that gives you superpowers:
We invest in tools and automation to make your day smoother and your wins more consistent.
Growth-minded:
We’re always improving—training, coaching, and leveling up together.
What you can expect here
A workplace that’s
stable, organized, and respectful
Leadership that values
clarity, accountability, and autonomy
A team that’s proud of doing things the right way—
accurately, professionally, and on time
Room to grow into more responsibility if you want it
If you want to do meaningful work with good people—and build a career in a place that takes
service and standards
seriously—
Page Insurance
will feel like home.
Page Insurance is an equal opportunity employer. We hire based on talent, character, and ability to do the job.
The pay range for this role is:
50,000 - 70,000 USD per year (Idaho Falls)
#J-18808-Ljbffr
$50,000–$70,000 DOE + bonus Schedule:
Full-time | Hybrid (after training):
3 days in office / 2 remote No cold calling.
This is an
existing-client renewals + retention
role.
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.
What you’ll do (core 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
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
You’ll thrive here if you…
Are
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
What success looks like in your first 90 days
Own renewals + saves:
You handle rate calls, re-shop when needed, and reduce cancellations with empathy + clarity
Run the lane end-to-end:
You manage renewals from start to finish without things slipping
Clean follow-through:
Every touchpoint/outcome is documented; your renewal pipeline stays on time and under control
Tools you’ll use
EZLynx
(tasks, notes, renewal workflow)
Carrier portals
(remarkets, endorsements, billing/claims lookups)
Phone + texting tools
(fast client follow-up)
Templates, scripts, and internal checklists
(you’re never guessing what “good” looks like)
Full-time
Hybrid after training/ramp:
3 days in-office (Idaho Falls), 2 days remote weekly
Training/ramp is primarily in-office so you feel fully confident before going hybrid
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
Why Team Members like working here:
Clear workflows + templates
(you’re not guessing what “good” looks like)
Real autonomy:
you own your lane end-to-end, with support when you need it
Hiring process
Apply online (
2–3 minutes
)
Phone screen (
10–15 minutes
)
Interview (
30–45 minutes
) + short role-play (renewal increase call)
Optional: meet the team (
20–30 minutes
)
Offer + start date Typical timeline:
decision within
7–10 business days
(often faster)
Equal Opportunity Employer:
We hire based on skill, character, and performance.
Page Insurance is a fast-growing, tech-forward independent insurance agency based in
Idaho Falls, Idaho
. We help great people protect what matters—primarily
preferred personal lines (auto + home)
and “Main Street” commercial accounts—by delivering
concierge-level service
with a local, relationships-first feel.
We’ve been serving Southeast Idaho for decades, and we’re building the next version of a modern agency: one where
clear processes, great communication, and smart technology
remove the chaos so our team can focus on what humans do best—
take care of clients
.
What we’re about: Heart, Hustle, and Home
⚡
Hustle:
High standards, follow-through, and ownership. We do what we say we’ll do.
How we work
Team-based service:
You’ll have support, templates, and a real system—not random heroics.
Process-driven (in a good way):
Checklists, standards, and clarity beat stress and rework.
Tech that gives you superpowers:
We invest in tools and automation to make your day smoother and your wins more consistent.
Growth-minded:
We’re always improving—training, coaching, and leveling up together.
What you can expect here
A workplace that’s
stable, organized, and respectful
Leadership that values
clarity, accountability, and autonomy
A team that’s proud of doing things the right way—
accurately, professionally, and on time
Room to grow into more responsibility if you want it
If you want to do meaningful work with good people—and build a career in a place that takes
service and standards
seriously—
Page Insurance
will feel like home.
Page Insurance is an equal opportunity employer. We hire based on talent, character, and ability to do the job.
The pay range for this role is:
50,000 - 70,000 USD per year (Idaho Falls)
#J-18808-Ljbffr