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Personal Lines Insurance Csr Jobs (NOW HIRING)

NC

$30K - $55K/yr

We are seeking a Producer for Personal Lines Insurance to join our team! You will be responsible ... Previous experience in insurance, customer service, or other related fields Ability to build ...

Personal Lines CSR/Account Manager Job Summary Seeking a dedicated and experienced Personal Lines ... Collaborate with clients to ensure their insurance needs are met and maintain strong, long-term ...

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Personal Lines Insurance Csr information

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$26K

$46.3K

$67.5K

How much do personal lines insurance csr jobs pay per year?

As of Jun 14, 2026, the average yearly pay for personal lines insurance csr in the United States is $46,325.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $52,500.00 per year, depending on experience, location, and employer.

What is the difference between Personal Lines Insurance Csr vs Customer Service Representative?

AspectPersonal Lines Insurance CsrCustomer Service Representative
CredentialsInsurance licenses, customer service skillsVaries by industry, often general customer service skills
Work EnvironmentInsurance agencies, brokerages, call centersVarious industries including retail, telecom, finance
Employer & Industry UsageInsurance companies, agenciesMultiple sectors, not limited to insurance
Search & Comparison IntentFocus on insurance-specific roles, licensing, policiesGeneral customer service roles across industries

Personal Lines Insurance CSRs specialize in insurance policies, licensing, and claims related to personal insurance products. Customer Service Representatives have a broader scope across various industries, often with different credentials. The key difference lies in industry focus and required certifications, with Personal Lines Insurance CSRs being more specialized in insurance services.

What are some typical daily tasks for a Personal Lines Insurance CSR, and how do they support clients and agents?

As a Personal Lines Insurance CSR, your day often involves handling customer inquiries, processing policy changes, issuing certificates of insurance, and assisting clients with billing questions or claims. You’ll regularly communicate with both clients and insurance agents to ensure policies are up-to-date and coverage needs are met. This role requires strong organizational skills and a customer-focused approach, as you'll be resolving issues, providing product information, and helping maintain positive client relationships. Collaboration with your team is common, especially when addressing complex policy questions or coordinating renewals.

What are Personal Lines Insurance CSRs?

Personal Lines Insurance Customer Service Representatives (CSRs) are professionals who assist clients with their personal insurance needs, such as auto, home, renters, or umbrella policies. They handle inquiries, process policy changes, explain coverage options, and help clients file claims. Their role involves providing high-quality customer service, maintaining client records, and ensuring policy compliance. CSRs often work for insurance agencies or companies and serve as a primary point of contact for individual policyholders.

What are the key skills and qualifications needed to thrive as a Personal Lines Insurance CSR, and why are they important?

To thrive as a Personal Lines Insurance CSR, you need a strong understanding of insurance products, policy processing, and customer service, often supported by a high school diploma and relevant state insurance license. Familiarity with agency management systems like Applied Epic, carrier portals, and quoting software is commonly required. Exceptional communication, attention to detail, and problem-solving abilities help you build client trust and efficiently resolve issues. These skills are crucial for delivering accurate service, maintaining client satisfaction, and ensuring regulatory compliance in a dynamic insurance environment.
More about Personal Lines Insurance Csr jobs
What cities are hiring for Personal Lines Insurance Csr jobs? Cities with the most Personal Lines Insurance Csr job openings:
What states have the most Personal Lines Insurance Csr jobs? States with the most job openings for Personal Lines Insurance Csr jobs include:
Infographic showing various Personal Lines Insurance Csr job openings in the United States as of June 2026, with employment types broken down into 12% Locum Tenens, 34% As Needed, 18% Full Time, 18% Part Time, 6% Contract, and 12% Nights. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $46,325 per year, or $22.3 per hour.
Personal Lines Insurance Customer Service Representative

Personal Lines Insurance Customer Service Representative

Morgan Auto Group

Ocala, FL

$37K - $51K/yr

Full-time

Posted 18 days ago


Morgan Auto Group rating

6.8

Company rating: 6.8 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

69th of 142 rated car dealerships


Job description

Come join the growing team at Morgan Insurance Services as an Insurance Customer Service Representative!

Morgan Insurance Services, LLC., part of Morgan Auto Group with over 70 auto dealerships in the state of Florida, has two openings for experienced personal lines insurance customer service reps. in the Ocala area. Our office is located in the Honda of Ocala dealership. This is an in-person position to provide support to our licensed insurance agents.

We offer competitive compensation, company paid health insurance (employee portion) and life insurance, 401K and HSA company contributions, PTO, holidays and a GREAT team to work with. We offer a professional work environment, with job training and advancement opportunities.

Our ideal candidate is friendly with professional demeanor, good communication skills, and the ability to stay calm under pressure. Ultimately, a top-class insurance customer sales representative. Experience working with personal lines insurance required.

Insurance Customer Service Representative Responsibilities:

1. Checks phone system voicemails multiple times per day, and disburses to team as needed
2. Checks agency management system text messages with customers multiple times per day, and disburses to team as needed
3. Checks e-fax inbox multiple times per day, and disburses to team as needed
4. Checks email info inbox multiple times per day, and disburses to team as needed
5. Checks and works incoming alerts to the agency management system
6. Answers all incoming calls to the service line, and transfers to agents as needed
7. Handles calls, emails and texts that pertain to client contact information, lienholder updates, billing, claims reporting, and general questions.
8. Processes returned mail
9. Calls customers who may have had a claim, to offer support
10. Reviews all carriers daily for updates regarding e-signatures and underwriting requirements, communicating with the insured as necessary to complete
11. Processes tasks that have been assigned by management/agents to the customer service representative, multiple times per day
12. Sends welcome letters to new customers
13. Sends follow-up emails and texts to existing customers at the 30, 60, and 90-day marks
14. Assists with renewals and rewrites as needed by the writing agent, to retain existing business
15. Sends birthday e-cards to customers
16. Solicits existing customers to cross-sell additional insurance products
17. Works on various special projects as needed for management
18. Follows communication procedures, guidelines, and policies
19. Other duties as assigned
20. In-person position

Customer Service Representative Requirements:
High school diploma, general education degree, or equivalent
Ability to stay calm when customers are stressed or upset
Proficient computer skills and ability to learn and navigate various software systems
Experience working as insurance customer support

20-44 licensed or willing to get certified within 60 days of employment
Bilingual (English-Spanish) a plus

If you are driven and desiring a stable and rewarding career path, then the Morgan Insurance Services team could be a great choice for you! It is a truly unique organization.

*See hiring manager for details

EOE/DFWP


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