CSR-Personal Lines (Hybrid Position)

Sarasota, Florida
$50,000 - $74,999
Aug 16, 2022
Oct 15, 2022

 CSR-Personal Lines- Hybrid Position


  • Emphasis on knowing how to rate policies and be familiar with carrier underwriting guidelines.
  • Emphasis on retention efforts to including proactive calls, taking payments, creating portfolios.
  • Emphasis on providing back up support to the CSR team and Advisors with regards to all customer service responsibilities.
  • Provide superior customer service to clients as defined by our agency culture.
  • Process all types of incoming insurance mail, i.e., endorsements, cancellations, new and renewal policies, etc.
  • Maintain electronic files in an orderly, up-to-date manner and with our current status guidelines.
  • Verify the computer generated policy declarations with information requested by the underwriter and/or agency for accuracy.
  • Update computer for cancellations and re-instatements. Send out form letter to clients as applicable.
  • Input customer applications into the agency management system from the carrier rating applications.
  • Report issues and follow up for resolutions with carriers and clients.
  • Assist in completion of Underwriting audits as required.
  • Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.



  • Florida 4-40 or 2-20 License Required
  • 3 or more years experience in personal lines insurance
  • Solid understanding of all lines of Personal insurance
  • Knowledge of Applied "EPIC" Agency Management System beneficial
  • Proficient with Microsoft Word and Excel

Please email your resume is a Word document to jeff@ceinsurance.com,


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