Personal Lines Account Manager (CSR) — Hybrid

**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

• ❤️ **Heart:** We care. We listen. We treat people like neighbors, not ticket numbers.
• ⚡ **Hustle:** High standards, follow-through, and ownership. We do what we say we’ll do.
• 🏡 **Home:** Steady, trusted service—no drama, no dropped balls, no “figure it out alone.”

How we work

• **Team-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 here

• A workplace that’s **stable, organized, and respectful**
• Leadership that values **clarity, accountability, and autonomy**
• A team that’s 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 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.__

About the role

**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 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 clearly
• **Run renewals end-to-end** : intake → remarket/quote → proposal → bind/issue → document
• **Save cancels when appropriate** while always doing what’s 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

You’ll thrive here if you…

• Are **licensed P &C (Idaho)** or can transfer quickly
• Have **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 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 you’ll 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** (you’re 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

• **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** (you’re not guessing what “good” looks like)
• **No chaos culture:** high standards, clean handoffs, clean documentation
• **Real autonomy:** you own your lane end-to-end, with support when you need it

Hiring process

• Apply 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 date

**Typical timeline: decision within 7–10 business days** (often faster)

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