Office Administration/Personal Lines CSR

The Juris Agency; Elmore Park (TN); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

PTO

Life Insurance

Disability Insurance

Mon-Fri Schedule

Career Growth

Retirement match

Long Term Disability

Paid Holidays

Short Term Disability

Casual Fridays

Monthly Bonus

Evenings Off

Christmas Bonus

Job summary

Kellon Insurance Agency in Bartlett, TN is seeking a goal-oriented Personal Lines CSR for a full-time role. You will greet customers, handle calls and emails, assist with policy changes and billing, and manage renewals and cancellations while ensuring customer satisfaction.

We offer a 8:30 to 4:30 schedule with a team-first culture, PTO, and retirement benefits. This position emphasizes accuracy, timely follow-up, and collaborative service to provide the best client experience.

Qualifications

• 2+ years in Office Administration/Front Desk.
• Insurance industry experience preferred.
• Strong verbal and written communication.

Responsibilities

• Greet customers professionally and provide friendly service
• Handle calls and emails
• Assist with policy changes, billing questions and payments
• Handle renewals and cancellations
• Prepare daily/weekly download reports
• Print ID Cards and Dec pages for customers
• Take quote information from customers
• Maintain ethical conduct at all times

Skills

Customer service

Professional communication

Team player

Tools

Microsoft Office

Word

Excel

Outlook

Job description

Job Description

Grow with us! Base Salary plus a monthly bonus program for new business! Kellon Insurance Agency in Bartlett, TN, is looking for a goal-oriented, self-motivated person with a desire to grow to help us sell our amazing insurance products and services as a Full-Time Personal Lines CSR. We are a close-knit office where we work together as a team to create the best possible experience for each of our clients. You will be interacting with clients to determine their insurance needs and find the policy that will best benefit them while following up to ensure satisfaction. We are a small office and get along well with others and show our appreciation in any way we can. Our work hours are 8:30 to 4:30 with 1 hour for lunch. If you love interacting with people and want to provide outstanding service at an agency that cares about both our clients and you,

Benefits

• Paid Time Off (PTO)


• Life Insurance


• Disability Insurance


• Mon-Fri Schedule


• Career Growth Opportunities


• Retirement Benefits with company match


• Long Term Disability


• Paid Holidays


• Short Term Disability


• Casual Friday's


• Monthly Bonus Opportunity


• Evenings Off


• Christmas Bonus

Responsibilities

• Greeting incoming customers professionally and provide friendly service


• Handle Incoming calls and emails


• Assist Customers with Policy changes, billing questions and payments


• Handle Renewals and Cancellations


• Daily and weekly download reports


• Print ID Cards and Dec pages for customers as needed


• Take quote information from customers


• Ethical conduct at all times

Requirements

• 2+ years of experience in Office Administration/Front Desk


• Independent insurance industry experience related to managing personal lines accounts


• Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)


• Professional verbal and written communication skills.


• Proficiency to multi-task, follow-thru and follow-up.


• Ability to work well with others