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!
- Business Math
- Communications
- Economics
- Language Arts
- Government
- Accounting
- Business Software Applications (ie, Word, ACCESS, Excel)
Post High School Education
Post High School Education is not required, but it is recommended. Here is a list of suggested courses:
- Principles of Marketing
- Information Management
- Business Principles
- Business Writing
- Interpersonal Communications
- English
Once you are hired!
Once you have begun working in an agency, you should continue your education through a variety of professional development programs:
- Ethical Practices
- Agency Operations
- Product Knowledge
- Customer Service programs
- Insurance related
- Generic
You can also take designation programs to further enhance your value:
- INS program
- CISR program
- AAI program
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:
- Commercial Lines Customer Service Representative
- CSR Team Leader
- Producer
- Agency Manager
- Agency Owner