Job Details

Licensed Personal Lines CSR (Retention / Renewals Specialist) Hybrid (Idaho Falls)

Pay: $48,000$70,000 DOE + bonus

Schedule: Full-time | Hybrid after training (3 days in-office, 2 days remote)

Location: Idaho Falls, ID

The quick version

This is a renewals + retention role serving existing clientsno cold calling. Youll handle rate?increase calls, re?shop renewals when needed, and help clients keep great coverage without chaos. Well give you the tools, templates, scripts, and support to win consistently.

Who we are (Page Insurance)

• ?? Heart: real care, real conversations
• ? Hustle: high standards, follow?through, ownership
• ???? Home: steady, trusted serviceno drama, no dropped balls

What youll do (core responsibilities)

• Handle rate?increase calls with confidence and empathy (coverage, deductibles, discounts, carrier options)
• Re?shop renewals and present best?fit options clearly
• Manage the renewal workflow end?to?end (intake ? remarket/quote ? proposal ? bind/issue ? document)
• Save cancels when appropriate and protect retention while doing whats right for the client
• Keep clean notes, tasks, and documentation in EZLynx so nothing slips

Youll thrive here if you are

• Licensed P&C (Idaho) or able to transfer quickly
• 1218+ months in personal lines servicing (captive or independentboth welcome)
• Calm and confident on the phone (persuasive without being pushy)
• Organized and consistent (you can juggle renewals and document everything)
• A standards person who likes clear expectations and clean processes

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 can manage renewals from start to finish without things slipping
• Clean follow?through: Every touchpoint and outcome is documented; your renewal pipeline stays on?time

Tools youll use

• EZLynx (tasks, notes, renewals workflow)
• Carrier portals (remarkets, endorsements, billing/claims lookup)
• Phone + texting tools (client follow?up)
• Templates, scripts, and internal checklists (so youre never guessing what good looks like)

Work model

• 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

Benefits

• Paid Holidays: 11 holidays totaling 13 paid days (includes Black Friday + Christmas Eve)
• PTO: Tenure?based plan. New team members start with 7 sick days + 10 vacation days, plus paid holidays (30 paid days off including holidays)
• Retirement: IRA with employer match (details during interview)

Hiring process

• Apply online (23 minutes)
• Phone screen (1015 minutes)
• Interview (3045 minutes) + short role?play scenario (renewal increase call)
• Optional: meet the team (2030 minutes)
• Offer + start date

Typical timeline: decision within 710 business days (often faster).

Apply here:

Equal Opportunity Employer: We hire based on skill, character, and performance.