Sterling Search Partners · 5 days ago
Personal Lines CSR/Manager
Birmingham, AL
Full-time
Hybrid
Mid, Senior Level
$50K/yr - $65K/yr
3+ years expSterling Search Partners is seeking an experienced Lines CSR/Account Manager to join one of its clients’ teams in Birmingham, AL. The ideal candidate will manage a personal lines book of business, providing exceptional service and support to clients while ensuring compliance with insurance regulations.
Staffing & Recruiting
Hiring Manager
Peyton Lockett
Responsibilities
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
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
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
Qualification
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.)
Benefits
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)
Company
Sterling Search Partners
Sterling Search partners is a specialized staffing company dedicated to creating the best professional match for your unique needs.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Traci Lockett
Partner
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