Job Description

We are a well-established independent insurance agency in Skokie, IL, specializing in personalized home, auto, life, health, and business insurance solutions. As a Trusted Choice agency , we are committed to exceptional client service and long-term relationships.

Position Overview:

We are seeking a Personal Lines CSR to join our growing team. This individual will be responsible for servicing and managing personal lines insurance policies , providing exceptional customer service, and ensuring client satisfaction. The ideal candidate will have insurance industry experience , strong communication skills, and a passion for helping clients protect what matters most.

Key Responsibilities:

• Client Servicing: Manage a book of personal lines clients, handling policy inquiries, endorsements, renewals, and coverage changes.
• Claims Assistance: Guide clients through the claims process, ensuring a smooth experience and acting as a liaison with carriers.
• Policy Reviews & Renewals: Conduct proactive policy reviews to identify coverage gaps and recommend appropriate solutions.
• Cross-Selling & Retention: Identify opportunities to offer additional coverage options (home, auto, umbrella) to existing clients.
• Carrier & Vendor Liaison: Work closely with insurance carriers to obtain quotes, process applications, and resolve issues.
• Documentation & Compliance: Maintain accurate records in the agency management system and ensure compliance with insurance regulations.

Qualifications & Skills:

• 2+ years of experience in personal lines insurance (Independent Agency experience preferred).
• Active Property & Casualty (P&C) License (preferred or willing to obtain).
• Proficiency in agency management software (AMS360, Applied Epic, HawkSoft, or similar) .
• Strong customer service, problem-solving, and communication skills.
• Detail-oriented with the ability to multitask in a fast-paced environment.
• Familiarity with Illinois personal insurance market and carrier products is a plus.

Ready to Join Our Team? If you're an experienced Personal Lines CSR looking for a client-focused, supportive agency where you can grow your career, we'd love to hear from you!

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