Licensed Personal Lines CSR (Renewals + Retention) — No Cold Calling

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 clients—no cold calling. You’ll handle rate-increase calls, re-shop renewals when needed, and help clients keep great coverage without chaos. We’ll give you the tools, templates, scripts, and support to win consistently.

Who we are (Page Insurance)

We’re a tech-forward independent agency built on Heart, Hustle, and Home:

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

What you’ll 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 what’s right for the client
• Keep clean notes, tasks, and documentation in EZLynx so nothing slips

You’ll thrive here if you are…

• Licensed P&C (Idaho) or able to transfer quickly
• 12–18+ months in personal lines servicing (captive or independent—both 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 you’ll 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 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

• 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

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

Apply here: [your link]

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

Apply Here: https://pageteam.factorialhr.com/job_posting/276762