Customer Service Representative – Personal Lines (La Crosse, WI)

Location: La Crosse, WI

Employment Type: Full-Time | In-Office

Salary Range: 45k-65k Benefits, 401k

A well-established independent insurance agency with multiple Wisconsin locations is seeking a Customer Service Representative (Personal Lines) to join its La Crosse office. This role is ideal for a personable, organized insurance professional who enjoys working directly with clients and supporting a high-performing team in a professional, welcoming office environment.

About the Role

The Customer Service Representative (CSR) will provide day-to-day service to clients, support account managers, and maintain accurate policy and client information. This position combines administrative responsibilities with hands-on client service, making it an excellent fit for someone who thrives in a fast-paced, client-focused setting.

Key Responsibilities

• Greet and assist office visitors and answer incoming client calls.
• Prepare proposals, renewal summaries, certificates, and policy documents.
• Enter and process policy changes, endorsements, renewals, and cancellations.
• Maintain accurate and up-to-date client information in the agency management system.
• Support Account Managers and Producers with applications, submissions, and marketing.
• Handle correspondence, filing, scanning, and other general administrative tasks.
• Provide friendly, professional customer service to all clients and agency partners.

Qualifications

• 2+ years of personal or commercial lines insurance experience in an agency setting.
• Active Wisconsin Property & Casualty license (or ability to obtain).
• Excellent communication and organizational skills.
• Strong attention to detail and ability to multitask in a dynamic environment.
• Proficiency in Microsoft Office and agency management systems.
• Professional, courteous, and service-oriented demeanor.

Benefits

• Competitive compensation package
• Health, dental, and vision insurance
• Life insurance and retirement plan
• Paid Time Off (PTO) and paid holidays
• Hands-on training and career growth opportunities
• Monday–Friday schedule (no evenings or weekends)

Join a friendly, client-centered insurance team that values professionalism, teamwork, and long-term relationships.