Personal Insurance Service Representative

Jonus Group; Lancaster (CA); On-site; USD 60,000 - 70,000; Full time

Job summary

Jonus Group seeks a Personal Lines Customer Service Representative in Lancaster, CA for an in-office role. The candidate will handle walk-in and phone inquiries, answer policy questions, and advise on coverage options.

Responsibilities include processing policy changes, pulling renewal and new business quotes, handling payments, and coordinating with the team on a $1,000–$30,000 alpha-split book of business. A P&C license and 3+ years in personal lines are required; Spanish preferred.

Qualifications

• Active P&C license required.
• Minimum 3 years of personal lines experience.
• Spanish proficiency preferred.
• AMS 360 experience required.
• In-office position; on-site collaboration.

Responsibilities

• Provide exceptional customer service to walk-in clients and over-the-phone inquiries.
• Assist customers with policy questions and advise on coverage options.
• Process policy changes, including adding/dropping vehicles and drivers.
• Pull renewal and new business quotes for personal lines insurance.
• Process payments and ensure accurate documentation.
• Collaborate with the team to manage an alpha-split book of business (1,000–30,000 in size).

Skills

Spanish proficiency

Communication skills

Detail-oriented

Problem-solving

Teamwork

Education

3 years personal lines insurance experience

Active Property & Casualty license

Tools

AMS 360

Job description

Personal Lines Customer Service Representative

Job Summary

Seeking a dedicated and experienced Personal Lines Customer Service Representative to join a team. This role is pivotal in providing exceptional service to our clients by addressing their insurance needs, answering policy-related questions, and ensuring a seamless customer experience. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a customer-first mindset. This is an in-office position, offering the opportunity to work closely with a collaborative and supportive team.

Compensation Package

• Salary: $60,000 - $70,000 annually

Responsibilities

• Provide exceptional customer service to walk-in clients and over-the-phone inquiries.
• Assist customers with policy questions and advise on coverage options.
• Process policy changes, including adding/dropping vehicles and drivers.
• Pull renewal and new business quotes for personal lines insurance.
• Process payments and ensure accurate documentation.
• Collaborate with the team to manage an alpha-split book of business, handling accounts ranging from $1,000 to $30,000 in size.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of prior experience in personal lines insurance.
• Language Skills: Spanish proficiency is highly preferred.
• Technical Skills: Proficiency in AMS 360 software.
• Soft Skills: Strong communication, attention to detail, problem-solving abilities, customer-focused mindset, and the ability to work effectively in a team environment.
• Work Environment: This is a fully in-office position.

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