Senior Personal Lines CSR & Office Operations Lead

Capstone Search Group; Columbus (OH); On-site; USD 42,000 - 65,000; Full time

Job summary

Capstone Search Group in Columbus, OH is seeking a Senior Personal Lines CSR to handle client service and broaden into office management duties. The role requires 2–3 years of agency experience in account management and an active insurance license.

The position includes process improvements, audits, community outreach, and staff training in a collaborative office setting. The ideal candidate will bring a track record in personal lines client service and a desire to take on broader operations

Qualifications

• 2–3 years of insurance experience with an agency in account management.
• Interest in a broader role with office management duties.
• Active insurance license is required.

Responsibilities

• Provide high-quality client service and account support.
• Oversee office processes, systems, and audits to improve efficiency.
• Lead community outreach initiatives and participate in staff training.

Skills

Client service

Account management

Insurance license

Job description

Capstone Search Group in Columbus, OH is seeking a Senior Personal Lines CSR to handle client service and broaden into office management duties. The role requires 2–3 years of agency experience in account management and an active insurance license.

The position includes process improvements, audits, community outreach, and staff training in a collaborative office setting. The ideal candidate will bring a track record in personal lines client service and a desire to take on broader operations