Personal Lines Account Manager

Personal Lines Account Manager (CSR) Hybrid Pay: $50,000$70,000 DOE + bonus Schedule: Full-time | Hybrid (after training): 3 days in office / 2 remote No cold calling. This is an existing-client renewals + retention role. This seat is built for someone whos steady, sharp, and client-first. Youll help existing clients navigate rate increases, protect great coverage, and keep the book healthywithout pressure tactics or chaos. Well give you clear workflows, scripts, templates, and support so you can win consistently. What youll 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 Save cancels when appropriate while always doing whats 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 Youll thrive here if you Are licensed P&C (Idaho) or can transfer quickly Have 1218+ months of personal lines servicing experience (captive or independentboth welcome) Are calm and persuasive on the phone (clear, confident, never pushy) 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 youll 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 (youre never guessing what good looks like) Full-time 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 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 ( currently up to 3% ; increasing to up to 5% soon ) Hybrid flexibility (after ramp): 3 days in-office / 2 days remote weekly Why Team Members like working here: Clear workflows + templates (youre not guessing what good looks like) Real autonomy: you own your lane end-to-end, with support when you need it Hiring process Apply online ( 23 minutes ) Phone screen ( 1015 minutes ) Interview ( 3045 minutes ) + short role-play (renewal increase call) Optional: meet the team ( 2030 minutes ) Offer + start date Typical timeline: decision within 710 business days (often faster) Equal Opportunity Employer: We hire based on skill, character, and performance. Page Insurance is a fast-growing, tech-forward independent insurance agency based in Idaho Falls, Idaho . We help great people protect what mattersprimarily preferred personal lines (auto + home) and Main Street commercial accountsby delivering concierge-level service with a local, relationships-first feel. Weve been serving Southeast Idaho for decades, and were building the next version of a modern agency: one where clear processes, great communication, and smart technology remove the chaos so our team can focus on what humans do best take care of clients . What were about: Heart, Hustle, and Home ? Hustle: High standards, follow-through, and ownership. We do what we say well do. How we work Team-based service: Youll have support, templates, and a real systemnot random heroics. Process-driven (in a good way): Checklists, standards, and clarity beat stress and rework. Tech that gives you superpowers: We invest in tools and automation to make your day smoother and your wins more consistent. Growth-minded: Were always improvingtraining, coaching, and leveling up together. What you can expect here A workplace thats stable, organized, and respectful Leadership that values clarity, accountability, and autonomy A team thats proud of doing things the right way accurately, professionally, and on time Room to grow into more responsibility if you want it If you want to do meaningful work with good peopleand build a career in a place that takes service and standards seriously Page Insurance will feel like home. The pay range for this role is: 50,000 - 70,000 USD per year (Idaho Falls) #J-18808-Ljbffr