Personal Lines Customer Service Representative (CSR)
Location: Predominantly SoCal
Company: Bollinsure
Join One of California's Fastest Growing Independent Insurance Brokerages
Bollinsure is a third-generation, family-owned independent insurance brokerage serving clients throughout California. Unlike captive agencies, we represent 350+ admitted and E&S insurance carriers, allowing us to provide clients with the best coverage solutions, not just the products of one company. As our agency continues to experience significant growth, we're looking for an experienced personal lines customer service representative to help us deliver the exceptional service our clients have come to expect.
This isn't just another CSR position. We're building a modern insurance agency that embraces technology, innovation, and continuous improvement. We want someone who enjoys contributing ideas, improving processes, and growing alongside the business.
What You'll Do
- Service a growing personal lines book of business.
- Quote, bind, and issue new personal lines policies.
- Review client coverage and identify opportunities to improve protection.
- Handle policy changes, endorsements, renewals, cancellations, and reinstatements.
- Deliver prompt, knowledgeable, and proactive customer service by phone, email, and text - properly tracked and organized.
- Follow up on inbound quote requests and convert new business opportunities.
- Remarket accounts when appropriate to ensure clients receive competitive pricing and coverage.
- Work closely with team to create a seamless client experience.
- Maintain accurate documentation within the agency management system.
- Help improve workflows and contribute ideas that make our agency more efficient and scalable.
Preferred Carrier Experience
We're looking for someone who has experience quoting and servicing multiple personal lines carriers, including many of the following:
- Mercury Insurance
- Bamboo Insurance
- FAIR Plan
- Progressive
- National General
- Bristol West
- Foremost
- Travelers
- Safeco
- Chubb
- PURE Insurance
- The Hartford
- Nationwide
- Liberty Mutual
- Stillwater
- Openly
- Cabrillo Coastal
- CSE Insurance
- Neptune Flood
- Dairyland
- ICW Group
- Markel
- Other independent agency and E&S markets
Experience with comparative raters and agency management systems is highly preferred.
Qualifications
- Active California Property & Casualty License.
- Personal lines insurance experience in an independent agency environment preferred.
- Strong knowledge of homeowners, auto, umbrella, landlord, and related personal insurance products.
- Excellent communication and customer service skills.
- Strong organizational skills with the ability to manage multiple priorities.
- Detail-oriented with a commitment to accuracy.
- Positive attitude and willingness to learn.
Why Bollinsure?
We're not a large corporate agency where you're just another employee. We're a growing family-owned independent brokerage where your work has a direct impact on our clients and our future.
When you join Bollinsure, you'll become part of a company that offers:
- Access to more than 350 insurance carriers across admitted and E&S markets.
- A rapidly growing agency with tremendous momentum throughout California.
- Opportunities for advancement as the company continues to expand.
- A collaborative team that values initiative and new ideas.
- Direct involvement in building better systems and improving the customer experience.
- A family-owned culture built on integrity, responsiveness, and long-term client relationships.
- The ability to work with high-quality personal lines accounts rather than high-volume transactional business.
If you're someone who takes pride in delivering exceptional customer service, enjoys writing new business, and wants to be part of a company with real growth potential, we'd love to hear from you.
Pay: $60,546.09 - $88,689.92 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Work Location: Remote
