Personal Lines Insurance CSR

Jonus Group; Fowler (CA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Job summary

Jonus Group is seeking a dedicated Personal Lines Customer Service Representative (CSR) in California to join our client’s agency. You will manage personal lines accounts including home, auto, jewelry, art, boats, and flood policies, while delivering exceptional service to clients.

The ideal candidate will hold a Property & Casualty license, have at least 1 year of insurance agency experience (Farmers experience a plus), and be comfortable with Applied Epic software.

Qualifications

• Property & Casualty (P&C) license required.
• Minimum of 1 year of insurance agency experience; Farmers experience a plus.
• Familiarity with Applied Epic software preferred but not mandatory.

Responsibilities

• Manage personal lines insurance accounts, including renewals, certificates, endorsements, policy changes, and marketing.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Assist with quoting new and renewal business as needed.
• Maintain accurate and up-to-date records in the agency management system.
• Collaborate with the Personal Lines Manager and team to ensure seamless account management.

Skills

Attention to detail

Organizational skills

Communication skills

Team collaboration

Customer service mindset

Tools

Applied Epic

Job description

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Customer Service Representative (CSR) to join a team. The ideal candidate will play a pivotal role in providing exceptional service to clients by managing personal lines insurance accounts, including home, auto, jewelry, art, boats, and flood policies.

Compensation Package

• Salary: Competitive, ranging from $50,000 to $60,000 annually, based on experience.
• Benefits: Comprehensive medical, dental, and vision coverage.

Responsibilities

• Manage personal lines insurance accounts, including renewals, certificates, endorsements, policy changes, and marketing.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Assist with quoting new and renewal business as needed.
• Maintain accurate and up-to-date records in the agency management system.
• Collaborate with the Personal Lines Manager and team to ensure seamless account management.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 1 year of experience in an insurance agency setting. Experience with Farmers Insurance is a plus.
• Technical Skills: Familiarity with Applied Epic software is preferred but not mandatory.
• Soft Skills:
  • Strong attention to detail and organizational skills.
  • Excellent communication and interpersonal abilities.
  • A customer-focused mindset with a passion for providing outstanding service.
  • Ability to work collaboratively in a team environment.
  • Commitment to staying in a servicing-focused role.