Personal Lines CSR

Jonus Group; Lorain (OH); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Paid time off

Job summary

Jonus Group in Ohio is seeking a motivated Personal Lines Service Representative with sales potential to join our in-office team. You will handle personal lines servicing, quotes, renewals, and build client relationships while exploring sales opportunities.

Ideal candidates will have a P&C license and strong customer service skills, with a readiness to develop sales abilities and potentially transition to a sales-focused role within six months.

Qualifications

• Active P&C license
• Previous personal lines insurance experience preferred
• Familiarity with small business commercial is a plus
• Strong communication and customer service skills
• Ability to balance service with sales opportunities
• Proactive, self-motivated, detail-oriented and team-oriented

Responsibilities

• Provide exceptional service to personal lines clients, including quoting new business and processing renewals.
• Utilize quoting tools and agency management software to manage client accounts efficiently.
• Handle inbound service calls and inquiries and provide timely solutions.
• Identify opportunities to cross-sell and upsell insurance products to existing clients.
• Develop and maintain relationships to support retention and satisfaction.
• Collaborate with management and team members for seamless client experiences.
• Work with carriers to obtain competitive coverage options and pricing.
• Support new business development and gradually assume additional sales responsibilities.
• Assist with small business commercial accounts as opportunities arise.
• Stay informed about insurance products, industry trends, and carrier guidelines.

Skills

Customer service

Sales aptitude

Communication

Team collaboration

Tools

HawkSoft

AgencyZoom

Job description

Personal Lines Service Representative with Sales Potential

Job Summary

Seeking a motivated and versatile Personal Lines Service Representative to join a growing insurance agency. This role combines personal lines account servicing with opportunities to transition into a sales-focused position. The ideal candidate will have a strong understanding of personal insurance products, excellent customer service skills, and an interest in developing their sales abilities.

This position offers a clear path for career advancement, with the potential to transition into a sales role within six months. Additional opportunities may include expanding into small business commercial accounts. This is an in-office position suited for a proactive, adaptable, and customer-focused professional.

Responsibilities

• Provide exceptional service to personal lines clients, including quoting new business and processing renewals.

• Utilize quoting tools and agency management software to manage client accounts efficiently.

• Handle inbound service calls, address client inquiries, and provide timely solutions to insurance-related needs.

• Identify opportunities to cross-sell and upsell insurance products to existing clients.

• Develop and maintain strong relationships with clients to support retention and satisfaction.

• Collaborate with management and team members to ensure seamless client experiences.

• Work with insurance carriers to obtain competitive coverage options and pricing.

• Support new business development efforts and gradually assume additional sales responsibilities.

• Assist with small business commercial accounts as opportunities arise.

• Stay informed about insurance products, industry trends, and carrier guidelines.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Previous experience in personal lines insurance preferred.

• Familiarity with small business commercial insurance is a plus.

• Proficiency with HawkSoft and AgencyZoom is highly desirable.

• Strong communication, interpersonal, and relationship-building skills.

• Ability to balance customer service responsibilities with sales opportunities.

• Customer-focused mindset with a commitment to providing exceptional service.

• Proactive, self-motivated, and eager to develop professionally.

• Strong organizational skills and attention to detail.

• Ability to collaborate effectively in a team-oriented environment.

• Willingness to learn new technologies and adapt to evolving business needs.

Compensation Package

• Base Salary: $40,000 – $55,000 annually, depending on experience and qualifications.

• Commission Opportunities:

  • 20% commission on new business and renewals.

  • 50% commission on externally generated new business.

  • Renewal commissions of up to 30%.

• Benefits: Competitive benefits package, including paid time off.

• Earning Potential: Opportunity for significant income growth through sales performance and commission incentives.

• Career Advancement: Opportunity to transition into a sales-focused role with additional growth potential.

• Work Arrangement: In-office position.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.