Job Description
Sterling Search Partners is seeking an experienced Lines CSR/Account Manager to join one of its clients’ teams in Birmingham, AL. The ideal candidate has a strong customer-service mindset, excellent insurance knowledge, and the ability to manage a personal lines book of business with confidence and efficiency. This role offers the opportunity to grow with the agency, contribute directly to its success, and enjoy a supportive, team-oriented environment.
Key Responsibilities
Client Service & Account Management
- Serve as the primary point of contact for personal lines clients, providing exceptional service by phone, email, and in person.
- Manage day-to-day client requests including coverage questions, billing inquiries, endorsements, and policy changes.
- Process renewals, review coverage needs with clients, and identify any gaps or improvement opportunities.
- Maintain accurate and timely documentation in the agency management system.
Policy Support & Administration
- Quote new and existing personal lines policies (home, auto, umbrella, renters, optional specialty lines, etc.).
- Prepare renewal summaries, review rates, negotiate with carriers, and secure the best options for clients.
- Submit applications, endorsements, cancellations, and reinstatement requests in accordance with carrier requirements.
- Assist producers with new business workflows and help onboard new clients smoothly.
Cross-Selling & Client Growth
- Identify opportunities to round out accounts by offering additional coverage such as umbrella, jewelry, flood, or specialty lines.
- Engage in proactive outreach to ensure strong retention and client satisfaction.
- Build long-term relationships and act as a trusted insurance advisor for the clients you manage.
Compliance & Carrier Coordination
- Ensure all actions comply with state insurance regulations and documentation standards.
- Communicate with carriers regarding underwriting issues, billing discrepancies, and coverage submissions.
- Stay up-to-date with carrier products, underwriting guidelines, and market changes.
Qualifications
Required
- At least 3 years of Personal Lines CSR, Account Manager, or agency experience (5+ years strongly preferred).
- Active Property & Casualty insurance license (or ability to obtain quickly).
- Strong knowledge of personal lines products, markets, and underwriting guidelines.
- Excellent communication, client-service, and problem-solving skills.
- Proficiency with agency management systems
- Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
Preferred
- 5 or more years of personal lines account management experience.
- Background in a smaller independent agency where adaptability and multitasking were essential.
- Experience quoting across multiple carriers through comparative raters or individual carrier portals.
- Familiarity with additional specialty products (flood, dwelling, umbrella, etc.).
Key Competencies
- Client-first mindset with exceptional service orientation
- Strong attention to detail and accuracy
- Ability to work independently and manage a book of business
- Professional communication and follow-through
- Problem-solving and ability to navigate carrier guidelines
- Comfortable in a small-office, collaborative environment
What We Offer
- Opportunity to grow professionally as the agency expands
- Supportive team culture with room for autonomy
- Competitive compensation
- Licensing and continuing education support
- Flexible work environment (remote/hybrid options may be available depending on experience)
Job Tags
Work at office, Remote work, Flexible hours,