Personal Lines Insurance CSA

Job Title: Personal Lines Customer Service Associate (CSA)

Location: Columbus, Indiana

Job Type: Full-Time

Position Overview:

We are seeking a detail-oriented and customer-focused Personal Lines Customer Service Associate (CSA) to join our team. In this role, you will assist clients with their personal insurance needs, including policy servicing, coverage questions, and account management.

Key Responsibilities:

• Provide outstanding customer service to personal lines clients (home, auto, renters, etc.)

• Process policy changes, endorsements, renewals, and cancellations

• Respond to client inquiries via phone, email, and in person

• Review coverage options and assist clients in understanding their policies

• Work with carriers to obtain quotes and resolve service issues

• Maintain accurate client records in the agency management system

• Support account managers and producers as needed

Qualifications:

• High school diploma or equivalent (Associate’s or Bachelor’s degree preferred)

• Active Property & Casualty insurance license (or willingness to obtain)

• 1–3 years of insurance or customer service experience preferred

• Strong communication and interpersonal skills

• Detail-oriented with excellent organizational abilities

• Proficiency with Microsoft Office and agency management systems (e.g., Applied Epic, AMS360) is a plus

Benefits:

• Competitive salary based on experience

• Health, dental, and vision insurance

• Paid time off and holidays

• Retirement plan options

• Ongoing training and professional development