Personal Lines CSR / Account Manager

Job Description

Job Description

Customer Service Representative – Personal Lines (La Crosse, WI)

Location : La Crosse, WI

Employment Type : Full-Time | In-Office

Salary Range : 45k-65k Benefits, 401k

A well-established independent insurance agency with multiple Wisconsin locations is seeking a Customer Service Representative (Personal Lines) to join its La Crosse office. This role is ideal for a personable, organized insurance professional who enjoys working directly with clients and supporting a high-performing team in a professional, welcoming office environment.

About the Role

The Customer Service Representative (CSR) will provide day-to-day service to clients, support account managers, and maintain accurate policy and client information. This position combines administrative responsibilities with hands-on client service, making it an excellent fit for someone who thrives in a fast-paced, client-focused setting.

Key Responsibilities

• Greet and assist office visitors and answer incoming client calls.
• Prepare proposals, renewal summaries, certificates, and policy documents.
• Enter and process policy changes, endorsements, renewals, and cancellations.
• Maintain accurate and up-to-date client information in the agency management system.
• Support Account Managers and Producers with applications, submissions, and marketing.
• Handle correspondence, filing, scanning, and other general administrative tasks.
• Provide friendly, professional customer service to all clients and agency partners.

Qualifications

Benefits

Join a friendly, client-centered insurance team that values professionalism, teamwork, and long-term relationships.