What are the responsibilities and job description for the Personal Lines CSR position at Stone Hendricks Group?
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!
Salary : $50,000 - $70,000
