Our client, a fast-growing Insurtech/AI-driven Insurance Agency and Service Provider, is seeking someone ready to help set up and grow a Personal Lines Shared Services platform for agency partners across the country.

What we’re looking for

• 3–7 years of experience in Personal Lines insurance servicing or operations
• Strong command of the Personal Lines policy lifecycle (endorsements, renewals, carrier notices, customer servicing)
• Comfortable in a player-coach role: doing hands-on work while improving how work gets done
• Operationally sharp: strong judgment, prioritization, and follow-through
• Quality-oriented and detail-driven, especially under deadline pressure
• Comfortable working from queues, tickets, and workflows rather than owning a personal book
• Adaptable and pragmatic in environments where processes and tools are still evolving
• Clear, grounded communicator who works well with frontline staff and leadership
• Licensing important but also experience in PL (even if not currently in PL)
• Operational skillset desired, plus managing people (onshore or offshore), SOPs, efficiency, etc.
• Designations (for keyword search, don’t HAVE to have these):
• API (Associate in Personal Insurance): Focuses on underwriting, marketing, and personal insurance business.
• PLCS (Personal Lines Coverage Specialist): Covers homeowners, auto, umbrella, and endorsements; designed for producers and CSRs.
• CISR (Certified Insurance Service Representative): Focuses on day-to-day services, policy, and claims. <-- this one is really specific to operational servicing
• ACSR-PL (Accredited Customer Service Representative - Personal Lines): Specialized in servicing and providing tailored solutions for personal assets.
• QPLS (Qualified Personal Lines Specialist): Focuses on enhancing skills in the personal lines market. 

What matters most

• Execution mindset first, systems thinking second
• Willingness to operate in a centralized, shared-ownership model
• Ability to bring order without over-engineering