Personal Lines Sales & Service CSR

Leavitt Group

Lewiston (ID)

On-site

USD 42,000 - 65,000

Full time

4 days ago

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Benefits offered by this job

Competitive salary

401(k) plan with company matching

Paid time off

Wellness program

Career development

Team oriented environment

Job summary

Leavitt Group in Lewiston, ID is seeking a motivated Personal Lines Sales & Service Advisor to grow new business while delivering exceptional service to existing clients.

You will assess coverage needs, present quotes for auto, home, umbrella and other personal lines, and guide clients through policy changes and renewals. The role emphasizes consultative selling, timely client communication, relationship building with carriers, and joining a collaborative team that protects clients' assets.

Qualifications

Active Property & Casualty (P&C) license.
Minimum 2+ years of personal lines insurance experience.
Strong knowledge of personal lines products and coverages.
Proven ability to identify sales opportunities and cross-sell.
Excellent verbal and written communication skills.
Strong organizational skills and attention to detail.
Ability to work independently while contributing to a team.
Proficiency with agency management systems and Microsoft Office.

Responsibilities

Generate new business through referrals, cross-selling, leads, and prospecting.
Conduct comprehensive insurance reviews to identify coverage needs and recommend personal lines products.
Prepare and present quotes for auto, home, umbrella, and other personal coverages.
Educate clients on policy options, coverage enhancements, and risk management.
Meet or exceed agency sales and retention goals.
Develop and maintain relationships with carriers and underwriting partners.
Manage portfolio of current personal lines clients and provide proactive support.
Process policy changes, renewals, endorsements, and cancellations.
Assist clients with claims reporting and inquiries.
Perform annual policy reviews to ensure coverage aligns with client needs.

Skills

P&C License

Personal lines experience

Cross-selling ability

Verbal & written communication

Time management

Attention to detail

Independent yet collaborative

Agency management systems familiarity

Tools

Agency management systems

Microsoft Office

Job description

Summary

Troy Insurance a Leavitt Group affiliate in Lewiston, ID is seeking a motivated and customer-focused Personal Lines Sales & Service Advisor to join our team. In this role, you will be responsible for developing new business opportunities while providing exceptional service and ongoing support to existing clients. The ideal candidate has strong knowledge of insurance, a consultative sales approach, and a passion for helping clients protect what matters most.

Summary

Sales Responsibilities

Essential Duties and Responsibilities

Generate new business through referrals, cross-selling opportunities, lead follow-up, and prospecting efforts.
Conduct comprehensive insurance reviews to identify coverage needs and recommend appropriate personal lines products.
Prepare and present insurance quotes for auto, home, umbrella, recreational vehicle, and other personal insurance coverages.
Educate clients on policy options, coverage enhancements, and risk management solutions.
Meet or exceed agency sales and retention goals.
Develop and maintain strong relationships with insurance carriers and underwriting partners.

Service Responsibilities

Manage a portfolio of current personal lines clients and provide proactive client support.
Respond promptly to inbound calls, emails, and service requests.
Process policy changes, endorsements, renewals, cancellations, and reinstatements.
Assist clients with claims reporting and claim-related inquiries.
Conduct annual policy reviews to ensure coverage remains aligned with clients' needs.
Answer coverage questions and provide professional guidance regarding policy terms and conditions.
Maintain accurate documentation of client interactions and policy activities within agency management systems.

Client Relationship Management

Deliver an exceptional client experience through professional, timely, and responsive communication.
Build trust and long-term relationships with clients, carriers, and company partners.
Collaborate effectively with team members to support agency growth and client retention.
Manage multiple priorities while meeting established deadlines and service standards.

Qualifications

Required

Active Property & Casualty (P&C) License.
Minimum of 2+ years of personal lines insurance experience.
Strong understanding of personal lines insurance products and coverages.
Proven ability to identify sales opportunities and cross-sell insurance products.
Excellent verbal and written communication skills.
Strong organizational skills and attention to detail.
Ability to work independently while contributing positively to a team environment.
Proficiency with agency management systems and Microsoft Office applications.

Preferred

Experience managing a personal lines book of business.
Established carrier relationships and underwriting knowledge.
Experience working in an independent agency environment.
Insurance designations such as CISR, CIC, or CPRIA.

Key Competencies

Relationship Building
Consultative Selling
Customer Service Excellence
Time Management
Problem Solving
Attention to Detail
Initiative and Accountability
Communication and Collaboration

The successful candidate will be a trusted advisor to clients, balancing service excellence with business development. They will proactively identify opportunities, build strong client relationships, and contribute to the continued growth and success of the agency through both retention and new sales efforts.

Benefits