What it is:

The Personal Lines Customer Service Representative (CSR) is responsible for handling the day-to-day personal lines transactions in an insurance agency as well as handling requests from policy holders and insurers. The CSR will also work with the Producer on the administrative side of the sales process. In some cases, they also handle claims.


High School Education

Take the following courses to give your self a head start!

Post High School Education

Post High School Education is not required, but it is recommended. Here is a list of suggested courses:

Once you are hired!

Once you have begun working in an agency, you should continue your education through a variety of professional development programs:

You can also take designation programs to further enhance your value:

Move on up!

If you are looking to move into other areas within the agency, the Personal Lines CSR is the place to start. Here are the opportunities to aim for: