Job Details

Personal Lines Account Manager (CSR) — HybridPay: $50,000–$70,000 DOE + bonusSchedule: Full-time | Hybrid (after training): 3 days in office / 2 remoteNo cold calling. This is an existing-client renewals + retention role.This seat is built for someone who's steady, sharp, and client-first. You'll help existing clients navigate rate increases, protect great coverage, and keep the book healthy—without pressure tactics or chaos. We'll give you clear workflows, scripts, templates, and support so you can win consistently.What you'll 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 clearlySave cancels when appropriate while always doing what's right for the clientKeep the pipeline clean : notes, tasks, and documentation in EZLynx so nothing slipsSpot simple cross-sell opportunities (umbrella, toys, etc.) when it genuinely helps the clientYou'll thrive here if you…Are licensed P&C (Idaho) or can transfer quicklyHave 12–18+ months of personal lines servicing experience (captive or independent—both 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 processesEnjoy solving problems and taking ownership without needing micromanagementWhat success looks like in your first 90 daysOwn renewals + saves: You handle rate calls, re-shop when needed, and reduce cancellations with empathy + clarityRun the lane end-to-end: You manage renewals from start to finish without things slippingClean follow-through: Every touchpoint/outcome is documented; your renewal pipeline stays on time and under controlTools you'll useEZLynx (tasks, notes, renewal workflow)Carrier portals (remarkets, endorsements, billing/claims lookups)Phone + texting tools (fast client follow-up)Templates, scripts, and internal checklists (you're never guessing what “good” looks like)Full-timeHybrid after training/ramp: 3 days in-office (Idaho Falls), 2 days remote weeklyTraining/ramp is primarily in-office so you feel fully confident before going hybridTime 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 weeklyWhy Team Members like working here:Clear workflows + templates (you're not guessing what “good” looks like)Real autonomy: you own your lane end-to-end, with support when you need itHiring processApply online ( 2–3 minutes )Phone screen ( 10–15 minutes )Interview ( 30–45 minutes ) + short role-play (renewal increase call)Optional: meet the team ( 20–30 minutes )Offer + start dateTypical timeline: decision within 7–10 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 matters—primarily preferred personal lines (auto + home) and “Main Street” commercial accounts—by delivering concierge-level service with a local, relationships-first feel.We've been serving Southeast Idaho for decades, and we're 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 we're about: Heart, Hustle, and Home⚡ Hustle: High standards, follow-through, and ownership. We do what we say we'll do.How we workTeam-based service: You'll have support, templates, and a real system—not 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: We're always improving—training, coaching, and leveling up together.What you can expect hereA workplace that's stable, organized, and respectfulLeadership that values clarity, accountability, and autonomyA team that's proud of doing things the right way— accurately, professionally, and on timeRoom to grow into more responsibility if you want itIf you want to do meaningful work with good people—and build a career in a place that takes service and standards seriously— Page Insurance will feel like home.Page Insurance is an equal opportunity employer. We hire based on talent, character, and ability to do the job.The pay range for this role is:50,000 - 70,000 USD per year (Idaho Falls)#J-18808-Ljbffr