Personal Lines CSR | Policy Service & Renewals (WI)

Harrison Gray Search; Wisconsin; On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Paid time off (PTO)

Parental leave

Job summary

Harrison Gray Search is partnering with a well-established independent insurance agency in Wisconsin to hire a Personal Lines Customer Service Representative (CSR). This in-office role focuses on policy service, renewals, endorsements, and client communications with a customer-first mindset.

Schedule is Monday–Friday, and compensation ranges from $20 to $25 per hour based on experience. Ideal candidates have a background in personal lines insurance, excellent organizational skills, and a

Qualifications

• Experience in personal lines insurance, especially CSR or account service roles.
• Strong written and verbal communication abilities.
• Detail-oriented with solid organizational skills.

Responsibilities

• Process policy changes, endorsements, cancellations, and service requests.
• Assist with new business applications, renewals, and documentation.
• Prepare insurance certificates and policy documents for clients.
• Maintain accurate client files and records in the agency system.
• Collaborate with account managers and agents to support operations.

Skills

Customer service

Attention to detail

Organizational skills

Communication skills

Team collaboration

Tools

Agency management systems

Policy management software

Job description

Harrison Gray Search is partnering with a well-established independent insurance agency in Wisconsin to hire a Personal Lines Customer Service Representative (CSR). This in-office role focuses on policy service, renewals, endorsements, and client communications with a customer-first mindset.

Schedule is Monday–Friday, and compensation ranges from $20 to $25 per hour based on experience. Ideal candidates have a background in personal lines insurance, excellent organizational skills, and a