Personal Lines Insurance Account Manager CSR

Oakwood Insurance Agency - Elk River, MN


Established independent insurance agency in Elk River, MN seeking Personal Lines Account Manager/CSR to join our team. Applicant must have current MN license and minimum 2 years experience. Primary role is to service and grow existing personal lines book of business. Secondary role includes quoting and servicing small commercial, health and life (willing to train as needed). If you like the idea of working in a small office with big goals, this is a great opportunity for the right person.

Job Duties

  • Service existing customers
  • Input and update client information on agency management system
  • Write new policies
  • Process Endorsements, Binders, and Claims
  • Cross sell existing accounts
  • Daily interaction with clients and underwriters
  • Market accounts to our various insurance companies
  • Periodic client reviews
  • Provide exceptional customer service

Job Skills

  • Property & Casualty Insurance License (required)
  • Minimum 2 years agency experience
  • Life and Health license (preferred)
  • Positive, can do attitude
  • Excellent verbal and computer skills
  • Attention to detail

Benefits of working at our agency

  • Private office
  • Competitive salary
  • Three computer monitors for maximum efficiency
  • Benefits package
  • Easy commute
  • No travel, evenings or weekends
  • Bonus eligible
  • Relaxed yet professional environment

Job Type: Full-time


  • personal lines: 2 years (Required)


  • Life Health Insurance (Preferred)
  • Property Casualty Insurance (Required)

Work Location:

  • One location

Paid Training:

  • Yes