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Personal Lines CSR

Personal Lines CSR

Goodwin RecruitingColumbus, Ohio
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Job Summary

Personal Lines Account Manager – Independent Insurance Agency

Location : Columbus, OH (Hybrid : 3 days in office / 2 days remote)

Compensation : $50,000–$57,000 base + benefits

About the Opportunity

A well-established independent insurance agency is seeking a Personal Lines Account Manager to join its close-knit, client-centered team. This role is ideal for a service-driven insurance professional who thrives in a collaborative environment and values long-term relationships over transactional interactions.

What Makes This Role Unique

  • Relationship-first approach : The agency prioritizes genuine care for clients, with a focus on providing the right coverage—not just selling policies.
  • Professional growth commitment : 2 hours / week dedicated to development time + full reimbursement for insurance designations.
  • Balanced environment : A team-oriented, low-pressure culture that values both professional success and personal well-being.

Key Responsibilities

  • Manage day-to-day servicing of personal lines accounts (policy issuance, renewals, endorsements, quoting, changes, and client communication).
  • Build and maintain strong client relationships with a focus on retention and quality service.
  • Proactively identify areas for process improvement and collaborate with leadership to implement changes.
  • Maintain accurate client records and documentation in agency management systems.

    • Qualifications

  • Experience : Minimum of 2 years personal-lines account management or CSR experience (more preferred).
  • Active OH P&C License
  • Skills : Strong client service skills, coachable, adaptable, and detail-oriented.
  • Mindset : Solutions-focused, proactive, and able to contribute to a collaborative team environment.
  • Familiarity with Hawksoft a plus, but not required —training provided.

    • Compensation & Benefits

  • Base salary $50,000–$57,000
  • Health & life insurance (100% employer-paid for employee; family coverage available at employee cost).
  • 401(k) with 4% match.
  • Short-term disability coverage.
  • Flexible hours (any 8-hour shift between 8 a.m.–6 p.m.).
  • 2 weeks PTO .
  • Professional development support : 2 hours / week dedicated learning time + full designation reimbursement .

    • Who Will Thrive Here

    This role is perfect for someone who :

  • Values long-term client relationships over high-pressure sales.
  • Wants to work in a supportive, stable agency with a collaborative, small-team culture.
  • Is proactive, coachable, and committed to continual improvement.

    • post

    Kylee Shimabuku

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    Personal Lines Csr • Columbus, Ohio