Personal Lines CSR – Client Care & Growth

Talent Edge Recruiting; City of Poughkeepsie (NY); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical coverage (Aetna)

Dental and vision insurance

401(k) and profit-sharing

Job summary

Talent Edge Recruiting seeks Client Service Representatives to join its Personal Lines team in the Hudson Valley, NY area (Fishkill, Pawling, Poughkeepsie, Rhinebeck, Goshen). This full-time on-site role supports policy changes, quotes, renewals, cancellations, and coverage questions with carriers and sales staff.

CSR levels include CSR 1 (0–3 years) and CSR 2 (3–5 years with broader responsibilities). Competitive annual salary of $50,000–$65,000 plus benefits and training; schedule Mon–Fri,

Qualifications

• High school diploma or equivalent is required.
• Active Property & Casualty (P&C) license is required.
• CSR 1: 0–3 years of experience; CSR 2: 3–5 years of experience with broader responsibilities.
• Personal lines agency experience preferred for non-entry level candidates.
• Strong verbal and written communication skills essential.
• Customer-focused approach with ability to explain coverage clearly.
• Strong organization, attention to detail, and follow-through.
• Proficiency with computers, Word, Excel, and agency management systems.
• Experience with Applied Epic and multiple carriers is a plus.

Responsibilities

• Manage and service a portfolio of personal lines insurance accounts.
• Respond to client calls, emails, and in-person inquiries about coverage and changes.
• Prepare quotes, remarket existing policies, and coordinate with multiple carriers.
• Review cancellations and notices and act within timelines.
• Explain coverage options, exclusions, and exposures to clients.
• Maintain accurate documentation of client and carrier communications.
• Conduct client reviews to improve coverage and expand relationships.
• Support retention and new business by following up on prospects and referrals.
• Collaborate with producers and colleagues to deliver high-quality service.
• CSR 2: conduct reviews across assigned accounts; prepare quotes for non-personal lines; generate approx. five client referrals weekly.

Skills

Communication

Customer service

Organization

Tech-savvy

Multitasking

Team collaboration

Problem solving

Education

High school diploma or equivalent

Tools

Applied Epic

Agency management systems

Microsoft Word

Excel

Job description

Talent Edge Recruiting seeks Client Service Representatives to join its Personal Lines team in the Hudson Valley, NY area (Fishkill, Pawling, Poughkeepsie, Rhinebeck, Goshen). This full-time on-site role supports policy changes, quotes, renewals, cancellations, and coverage questions with carriers and sales staff.

CSR levels include CSR 1 (0–3 years) and CSR 2 (3–5 years with broader responsibilities). Competitive annual salary of $50,000–$65,000 plus benefits and training; schedule Mon–Fri,