Personal Lines CSR — Renewal Expert & Client Advocate

Gans & Smith Insurance Agency, Inc.; Longview (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability

Paid Time Off

Dental, Vision, and Health Insurance

Job summary

Gans & Smith Insurance Agency, Inc. is seeking a Personal Lines Customer Service Representative to manage renewals, policy servicing, and client relationships for profitable growth and client satisfaction.

Responsibilities include renewal proposals, carrier data management, and timely policy processing, while maintaining AMS360 records and identifying cross-sell opportunities. Training is available; prior Personal Lines experience is a plus.

Qualifications

• High school diploma or equivalent experience.
• AMS360 or other agency management systems experience is a plus.
• Active P&C license preferred, but not required—training available.
• Personal Lines experience preferred.
• Excellent oral and written communication skills.

Responsibilities

• Market renewal business and prepare proposals for clients.
• Maintain carrier information and expiration log to stay ahead of renewals.
• Process renewal policies for accuracy and timely delivery to clients.
• Handle client and carrier inquiries; refer to producer/manager when needed.
• Maintain AMS360 suspense system for orders, correspondence, reports, and overdue items.
• Process policy cancellations and Lost Policy Release submissions.
• Keep files (electronic/paper) orderly and up-to-date in AMS360.
• Log cross-sell/upsell opportunities during renewal conversations.
• Stay informed on industry trends, products, and regulations.

Skills

Customer Service

Renewals

Policy Servicing

Client Relationships

Cross-selling

Communications

Education

High School Diploma

Tools

AMS360

Job description

Gans & Smith Insurance Agency, Inc. is seeking a Personal Lines Customer Service Representative to manage renewals, policy servicing, and client relationships for profitable growth and client satisfaction.

Responsibilities include renewal proposals, carrier data management, and timely policy processing, while maintaining AMS360 records and identifying cross-sell opportunities. Training is available; prior Personal Lines experience is a plus.