Personal Lines TSR
Bring your Personal Lines TSR expertise to a team where your work is valued and your growth is supported.
I am looking for an experienced Personal Lines TSR to support accurate policy processing, maintain data integrity, and help colleagues build their skills. You’ll work with a supportive manager who provides guidance and mentorship, while trusting you to use your experience, take initiative, and contribute ideas.
This is a collaborative role for someone who enjoys sharing their knowledge and helping a team succeed. You’ll have room to develop your expertise and grow with the firm WITHOUT BEING MICROMANAGED
What we offer
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Competitive compensation and full benefits
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Generous paid time off and vacation
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Flexible hours and hybrid work options
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Supportive management, guidance, and mentorship
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Opportunities to develop your skills and grow in your career
What you’ll do
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Maintain data integrity and ensure policy documentation is processed accurately
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Use EPIC confidently, including for policy invoicing
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Stay current on Personal Lines coverage options, carrier portals, products, and underwriting guidelines
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Review policy documents to identify coverage that may have been omitted or removed in error, and arrange corrections
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Work with company underwriters to obtain authorization and resolve policy issues
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Take initiative to support colleagues and help keep day-to-day work moving
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Suggest workflow improvements and contribute to the team’s ongoing development
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Assist with Office Services coverage, including reception, mail, phones, vacation coverage, and emergencies
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Help management monitor and distribute office supplies and materials
What you’ll bring
- Active RIBO would be an asset
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A strong understanding of EPIC and Personal Lines policy processing
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Knowledge of carrier portals, coverage options, and underwriting guidelines
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An interest in sharing your knowledge and supporting colleagues
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Initiative, sound judgment, and a willingness to pitch in
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Careful attention to detail and a commitment to accurate documentation
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An improvement-minded approach to workflows and office standards
If you’re ready for a role where you can put your insurance knowledge to work, support your colleagues, and continue to grow with a distinguished firm, I'd love to hear from you.
Book here: Candidate Interview Booking Calendar or text 289-338-2616 to book a confidential call
“What we call the beginning is often the end. And to make an end is to make a beginning.” T.S. Eliot
Mobile: 289-338-2616
