Personal Lines CSR

The Jonus Group; Bartlett (TN); On-site; USD 45,000 - 63,000; Full time

Benefits offered by this job

Monthly growth bonuses

Annual holiday bonuses

Job summary

The Jonus Group is seeking an entry-level Personal Lines Customer Service Representative to join a close-knit team. You will manage personal lines accounts, including auto, home, and RVs, and provide responsive customer service while supporting administrative tasks.

In this role, you will process policy changes, cancellations, and payments, assist with importing reports, and support the quoting process for new and renewal business. A P&C license and AMS360 familiarity are preferred.

Qualifications

• Active Property & Casualty (P&C) license required.
• Minimum of 1 year of experience in personal lines insurance, preferably with an independent agency.
• Familiarity with AMS360 software; training provided for the right candidate.
• Dependable and reliable.
• Strong attention to detail and organizational skills.
• Excellent communication and customer service abilities.
• Willingness to learn and adapt in a dynamic work environment.

Responsibilities

• Manage personal lines insurance accounts, including auto, home, and recreational vehicles (boats, RVs, etc.).
• Process policy changes, cancellations, and payments.
• Assist with downloading reports and other administrative tasks as needed.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Support the quoting process for new and renewal business.
• Collaborate with team members to achieve monthly goals and contribute to the overall success of the agency.

Skills

Customer service

Attention to detail

Communication

Tools

AMS360

Job description

Job Description

Personal Lines Customer Service Representative (Entry-Level)

Job Summary

Seeking a motivated and detail-oriented Personal Lines Customer Service Representative to join a close-knit team. This entry-level role offers significant room for growth within a supportive and collaborative environment. As a key member of a Personal Lines department, you will assist with managing personal insurance accounts, providing exceptional customer service, and supporting various administrative tasks.

Compensation Package

• Salary Range: $45,000 - $63,000 annually (commensurate with experience; preference to stay under $60,000 but flexible for highly qualified candidates).
• Bonuses: Monthly growth bonuses based on team performance and annual holiday bonuses.

Responsibilities

• Manage personal lines insurance accounts, including auto, home, and recreational vehicles (boats, RVs, etc.).
• Process policy changes, cancellations, and payments.
• Assist with downloading reports and other administrative tasks as needed.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Support the quoting process for new and renewal business.
• Collaborate with team members to achieve monthly goals and contribute to the overall success of the agency.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 1 year of experience in personal lines insurance, preferably with an independent agency.
• Technical Skills: Familiarity with AMS360 software is preferred, but training will be provided for the right candidate.
• Key Attributes:
  • Dependable and reliable.
  • Strong attention to detail and organizational skills.
  • Excellent communication and customer service abilities.
  • Willingness to learn and adapt in a dynamic work environment.