Senior Personal Lines Customer Service Representative

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

About the Role

Insurance agency in Columbus, OH that offers individuals and business owners a full suite of insurance products has a career advancement opportunity for aSenior Personal Lines CSR. The agency owner needs someone who can step into a multi-faceted role with responsibilities for client service as well as other office operational duties like processes, systems, audits, community outreach, and staff training.

The ideal candidate has at least 2-3 years of insurance experience with an agency in account management who is also interested in a broader role with office management. Active insurance license is required.

Tagged as: audits, client service, csr, customer service, operations, personal, training