Personal Lines Account Manager (CSR) — Hybrid

About the role

Pay:$50,000–$70,000 DOE, plus a bonus tied to retention and commission on cross-sellsSchedule:Full-time, Monday–Friday, 9:00–5:00 | Hybrid (after training):3 days in office / 2 remoteNo cold calling.This is anexisting-client renewals + retentionrole.

This seat is built for someone who’s steady, sharp, and client-first. You’ll help existing clients navigate rate increases, protect great coverage, and keep the book healthy—without pressure tactics or chaos. We’ll give you clear workflows, scripts, templates, and support so you can win consistently.

What you’ll do (core responsibilities)

• Lead rate-increase conversations with confidence and empathy (coverage, deductibles, discounts, carrier options)
• Re-shop renewals when needed and present best-fit recommendations clearly
• Run renewals end-to-end: intake remarket/quote proposal bind/issue document
• Save cancels when appropriate while always doing what’s right for the client
• Keep the pipeline clean: notes, tasks, and documentation in EZLynx so nothing slips
• Spot simple cross-sell opportunities (umbrella, toys, etc.) when it genuinely helps the client

You’ll thrive here if you…

• Are licensed P&C (Idaho) or can transfer quickly
• Have 12–18+ months of personal lines servicing experience (captive or independent—both welcome)
• Are calm and persuasive on the phone (clear, confident, never pushy)
• Pick up the phone first (you’d rather call a client than send a third email)
• Are organized and consistent (you can juggle renewals and still document everything)
• Like standards, checklists, and clean processes
• Enjoy solving problems and taking ownership without needing micromanagement

What success looks like in your first 90 days

• Own renewals + saves: You handle rate calls, re-shop when needed, and reduce cancellations with empathy + clarity
• Run the lane end-to-end: You manage renewals from start to finish without things slipping
• Clean follow-through: Every touchpoint/outcome is documented; your renewal pipeline stays on time and under control

Tools you’ll use

• EZLynx (tasks, notes, renewal workflow)
• Carrier portals (remarkets, endorsements, billing/claims lookups)
• Phone + texting tools (fast client follow-up)
• Templates, scripts, and internal checklists (you’re never guessing what “good” looks like)

Work model

• Full-time, Monday–Friday, 9:00–5:00
• Hybrid after training/ramp: 3 days in-office (Idaho Falls), 2 days remote weekly
• Training/ramp is primarily in-office so you feel fully confident before going hybrid

Benefits

• Time Off (Year 1): 30 paid days off (10 vacation+ 7 sick + 13 paid holidays — includes Black Friday + Christmas Eve)
• Retirement: SIMPLE IRA with employer match of up to 3%
• Hybrid flexibility (after ramp): 3 days in-office / 2 days remote weekly

Why Team Members like working here:

• Clear workflows + templates (you’re not guessing what “good” looks like)
• No chaos culture: high standards, clean handoffs, clean documentation
• Real autonomy: you own your lane end-to-end, with support when you need it

Hiring process

• Apply online (2–3 minutes)
• Phone call with the owner, John Page (10 minutes), usually within one business day
• One office visit (about an hour): interview, a short role-play (renewal increase call) and a quick written file note. You’ll meet the team while you’re here.
• References, then offer + start dateTypical timeline: decision within 7 business days (often faster)

Equal Opportunity Employer: We hire based on skill, character, and performance.