Personal Insurance CSR

The Jonus Group; Dallas (TX); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Hybrid work environment

Job summary

The Jonus Group is seeking a dedicated Personal Lines Insurance Specialist in a hybrid in-office/remote role based in Dallas, TX. You will manage a range of personal lines accounts, ensuring high-quality service and precise policy documentation.

Responsibilities include handling endorsements, renewals, and client billing inquiries, while leveraging EZLynx to maintain accurate records. Prior insurance experience is required and compensation ranges from $55,000 to $70,000 annually.

Qualifications

• Must have prior experience in the insurance industry.
• Familiar with personal lines products (home, auto, renters, umbrella, RV).
• Proficient with EZLynx or similar policy-management software.
• Strong organizational and customer-service skills.

Responsibilities

• Process policy changes, endorsements, cancellations, and reinstatements with accuracy and speed.
• Issue certificates, ID cards, binders, and other policy documents.
• Assist clients with billing inquiries, payments, and past-due notices.
• Gather information to prepare quotes for home, auto, renters, umbrella, RV, and other personal lines.
• Support renewal process by updating client information and preparing renewal documents.
• Utilize EZLynx to manage client records and policy details.

Skills

Customer service

Attention to detail

Communication skills

Organizational skills

Hybrid work adaptability

Tools

EZLynx

Job description

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Insurance Specialist to join a team. In this role, you will be responsible for managing a variety of personal lines insurance accounts, ensuring exceptional service delivery, and maintaining accurate policy documentation.

Personal Lines Insurance Specialist

Seeking a dedicated and detail-oriented Personal Lines Insurance Specialist to join a team. In this role, you will be responsible for managing a variety of personal lines insurance accounts, ensuring exceptional service delivery, and maintaining accurate policy documentation.

Compensation Package

• Base Salary: $55,000–$70,000 (commensurate with experience)


• Comprehensive benefits package, including health, dental, and vision insurance

Responsibilities

• Process policy changes, endorsements, cancellations, and reinstatements with accuracy and efficiency.


• Issue certificates, ID cards, binders, and other policy-related documents.


• Assist clients with billing inquiries, payments, and past-due notices.


• Gather necessary information to prepare quotes for home, auto, renters, umbrella, recreational vehicle, and other personal lines insurance products.


• Support the renewal process by updating client information and preparing renewal documentation.


• Utilize EZLynx software to manage and maintain client records and policy details.

Qualifications/Requirements

• Prior experience in the insurance industry is required; this position is not open to entry-level candidates.


• Familiarity with personal lines insurance products, including home, auto, renters, umbrella, and recreational vehicles.


• Proficiency in using EZLynx software or similar insurance management platforms.


• Strong organizational skills and attention to detail.


• Excellent communication and customer service skills.


• Ability to work effectively in a hybrid work environment, rotating between in-office and remote work.