Personal Lines Customer Service Representative (CSR)

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

Personal Lines Customer Service Representative (CSR)

About the Opportunity

Harrison Gray Search has partnered with a well-established independent insurance agency to identify a detail-oriented Personal Lines Customer Service Representative (CSR) to join its team in Wisconsin.

This role is ideal for a customer-focused insurance professional who enjoys helping clients, managing policy service requests, and keeping day-to-day operations running smoothly. You will support the personal lines department by assisting with policy changes, renewals, certificates, and other service-related needs while delivering a positive experience for clients.

This is an in-office opportunity at one of the agency's Wisconsin office locations, offering the chance to join a respected organization with a collaborative team environment and opportunities for professional growth.

If you have a background in personal lines insurance, strong organizational skills, and a commitment to exceptional customer service, this could be a great opportunity to take the next step in your insurance career.

• Job Title: Personal Lines Customer Service Representative
• Job Type: Full-Time
• Location: Wisconsin (In-Office at One of the Agency's Office Locations)
• Schedule: Monday–Friday
• Compensation: $20–25 per hour, based on experience

Key Responsibilities

Personal Lines Policy Service

• Process policy changes, endorsements, cancellations, and other service requests.
• Assist with new business applications, policy renewals, and related documentation.
• Prepare insurance certificates, policy documents, and other client materials as needed.
• Review policy information for accuracy and ensure records are properly maintained in the agency management system.
• Follow up on outstanding requests and documentation to ensure timely completion.

Client Support & Communication

• Respond to client questions regarding personal insurance policies, coverage details, and service needs.
• Provide prompt, professional assistance and help resolve routine policy-related issues.
• Communicate with insurance carriers to obtain information, process requests, and address policy concerns.
• Build positive client relationships through reliable follow-up and attentive service.

Administrative & Team Support

• Maintain accurate client files, policy records, and electronic documentation.
• Manage multiple service requests while meeting established deadlines.
• Collaborate with account managers, agents, and other team members to support efficient department operations.
• Assist with general administrative duties and additional service tasks as needed.

Requirements & Qualifications

• Previous experience in personal lines insurance, preferably in a CSR, account service, or similar role.
• Familiarity with personal insurance products, including homeowners, auto, renters, and umbrella policies.
• Strong verbal and written communication skills.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple priorities and follow through on outstanding tasks.
• Comfortable using computers, electronic documentation, and agency management systems.
• A customer-first mindset and the ability to work independently and collaboratively.

License Requirements

• An active Wisconsin Property & Casualty insurance license is preferred, or the ability to obtain one as required.
• Health, dental, and vision insurance.
• Life and disability insurance.
• Paid time off (PTO).
• Parental leave.
• Hands-on training and professional development opportunities.

About the Agency

Our client is one of Wisconsin's largest and most respected independent insurance agencies, providing personal insurance, commercial insurance, and employee benefits solutions. With 19 locations throughout the state, the agency has built a strong reputation for client advocacy, long-term relationships, and a commitment to delivering quality service.

The team values hard work, collaboration, and professional growth, offering employees the opportunity to build their insurance careers within an established and supportive organization.