Licensed Personal Lines CSR: Client Care & Growth

The Jonus Group; Jensen Beach (FL); On-site; USD 40,000 - 44,000; Full time

Benefits offered by this job

Medical/dental/vision

Group life insurance

Gym membership reimbursement

Referral bonus program

Job summary

The Jonus Group is seeking a Licensed Customer Service Representative (CSR) in Florida. The ideal candidate will deliver exceptional customer service, maintain accurate client records, and respond promptly to inquiries, with at least one year of insurance industry experience, preferably in an independent agency.

Responsibilities include processing endorsements, renewals, policy changes, and identifying cross-selling opportunities while building lasting client relationships and contributing to

Qualifications

• Active Florida 4-40 Customer Representative License is required.
• Minimum of 1 year of experience in an insurance agency setting.
• Strong communication and customer service skills.
• Proficiency with agency management systems and Microsoft Office Suite.
• Excellent organizational and multitasking abilities.

Responsibilities

• Provide exceptional service to existing accounts and respond promptly to client inquiries.
• Process endorsements, renewals, cancellations, and policy changes with accuracy and efficiency.
• Review coverage options and offer tailored recommendations based on client needs.
• Follow up on quote opportunities and agency-generated leads.
• Identify cross-selling opportunities to round out client accounts.
• Maintain accurate and up-to-date client records and documentation.
• Collaborate with multiple insurance carriers to secure competitive coverage options.
• Build and nurture long-term relationships with clients while delivering outstanding customer service.

Skills

Customer service

Communication

Detail-oriented

Organization

MS Office

Education

Florida 4-40 Customer Representative License

Tools

Agency management systems

Microsoft Office Suite

Job description

The Jonus Group is seeking a Licensed Customer Service Representative (CSR) in Florida. The ideal candidate will deliver exceptional customer service, maintain accurate client records, and respond promptly to inquiries, with at least one year of insurance industry experience, preferably in an independent agency.

Responsibilities include processing endorsements, renewals, policy changes, and identifying cross-selling opportunities while building lasting client relationships and contributing to