Personal Lines CSR

The Jonus Group; Fayetteville (NC); Hybrid; USD 40,000 - 55,000; Full time

Job summary

The Jonus Group is seeking a Personal Lines Customer Service Representative (CSR) to manage personal lines accounts, handle policy changes, and support account executives. A Property & Casualty (P&C) license is required, with 3+ years of insurance agency experience preferred.

This onsite or hybrid role offers a salary range of $40,000–$55,000 and opportunities to work with a supportive team. Responsibilities include servicing accounts, quoting renewals, maintaining records, and ensuring

Qualifications

• Active Property & Casualty license required.
• Minimum 3 years of insurance agency experience, preferably in personal lines.
• Proficiency with Applied EPIC software is preferred.

Responsibilities

• Manage a portfolio of standard personal lines accounts, including policies up to $10,000 in premium.
• Achieve a new business premium production goal of $5,000 and meet retention targets.
• Collaborate closely with account executives to provide seamless client service.
• Handle back-end servicing, policy changes, and client requests.
• Quote new and renewal business as needed.
• Maintain accurate records and ensure compliance with company and industry standards.

Skills

Customer service

Communication skills

Attention to detail

Team collaboration

Tools

Applied EPIC software

Job description

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and experienced Personal Lines Customer Service Representative (CSR) to join a team. This role is pivotal in ensuring exceptional service to our clients by managing personal lines accounts, handling policy changes, and supporting account executives. The ideal candidate will bring a strong background in customer service, a Property & Casualty (P&C) license, and a passion for delivering client-focused solutions.

Compensation Package

• Salary Range: $40,000 - $55,000 annually (commensurate with experience)
• Work Environment: Supportive team culture with corporate-level backing and local agency flexibility

Responsibilities

• Manage a portfolio of standard personal lines accounts, including policies up to $10,000 in premium
• Achieve a new business premium production goal of $5,000 and meet retention targets
• Collaborate closely with account executives to provide seamless client service
• Handle back-end servicing, policy changes, and client requests
• Quote new and renewal business as needed
• Maintain accurate records and ensure compliance with company and industry standards

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required
• Experience: Minimum of 3 years of insurance agency experience, preferably in personal lines
• Technical Skills: Proficiency in Applied EPIC software is preferred
• Soft Skills: Strong customer service orientation, excellent communication skills, attention to detail, ability to work collaboratively in a team environment, and adaptability to manage multiple tasks
• Work Arrangement: Onsite or hybrid preferred; remote work considered for exceptional candidates