Personal Lines CSR Assistant

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: TYPE OF WORK

Any

: SALARY

$5-7/hr DOE

: HOURS PER WEEK

40

: DATE UPDATED

Jul 17, 2026

JOB OVERVIEW

Personal Lines CSR Assistant
Remote | Guardian Angel Insurance
Location: Remote
Job Type: Full-Time, Remote/Virtual Assistant
Experience Required: Minimum 2 years of relevant Personal Lines/insurance support experience
Work Hours: Must be available to work during Central Time (CST) business hours

WHO WE ARE
At Guardian Angel Insurance, we're an independent agency specializing in personal, commercial, and trucking insurance — but more than that, we're a team that genuinely cares. We value relationships above all else: with our clients, with each other, and with our families. We show up for the people we serve and for one another, and we're looking for someone who feels the same way.
We're growing, and we want to add the right person — not just the right resume.

THE OPPORTUNITY
We're hiring a full-time Personal Lines CSR Assistant to support our Personal Lines team behind the scenes. This role works closely with our CSRs to keep client files accurate, quotes moving, and the day-to-day details handled with precision. You won't be the first voice a client hears, but the accuracy and speed of your work directly shapes the experience they get.
What we need is someone who is detail-oriented, driven, and takes real ownership of their work - someone who thrives on structure, doesn't let things fall through the cracks, and communicates clearly and proactively with the team.

KEY RESPONSIBILITIES
• Accurately enter and update client and policy data in HawkSoft (our agency management system)
• Run quotes across carrier portals and comparative raters for new business and rewrites
• Process policy changes, endorsements, and renewals with high attention to detail
• Prepare and organize client files ahead of review and client calls
• Support day-to-day communication with clients and carriers via email
• Follow up on outstanding items - missing documents, signatures, payments - to keep files moving
• Assist with certificate requests, ID card issuance, and other routine servicing tasks
• Maintain clean, organized documentation and notes on every file you touch
• Flag discrepancies or errors proactively rather than letting them pass through

WHAT WE'RE LOOKING FOR
• Minimum 2 years of experience in Personal Lines insurance, CSR support, or a similar data-entry/quoting role
• Highly detail-oriented - catches errors others miss and double-checks their own work
• Driven and self-motivated; comfortable working independently in a remote setting
• Excellent written and verbal communication skills
• Strong, accurate data entry skills and comfort navigating multiple carrier portals
• Experience running quotes for auto, home, and other personal lines products
• Comfortable with an AMS and/or CRM (HawkSoft experience a plus)
• Enjoys systems, structure, and process
• Reliable internet connection and a quiet, professional home work environment

GROWTH & EQUIPMENT
You'll need a basic home setup (computer and reliable internet) to get started. Once you're through the probationary period of 3 moths, we may offer a budget toward a computer (if needed) and additional screens to help you work more efficiently.
This role has real room to grow. Tea ---------- mbers who continue to develop their skills and excel in this position have opportunities to take on more responsibility over time - we invest in people who invest in the work.

WHY JOIN US
Insurance is one of the most stable, recession-proof industries out there - people always need coverage, no matter what the economy does. We're not looking for someone to fill a seat; we're looking for a long-term tea ---------- mber who wants to grow, expand their skills, and build something meaningful with us.

HOW TO APPLY
Send your resume to ---------- include the word “stellar” in your subject line.

SKILL REQUIREMENT

Attention to Detail Communication Critical Thinking

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Personal Lines CSR Assistant

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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