Personal Lines Insurance CSR

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

Job summary

The Jonus Group in Fowler, CA is seeking a dedicated Personal Lines Customer Service Representative (CSR) to manage home, auto, jewelry, art, boats, and flood policies while delivering outstanding client service.

This role handles renewals, endorsements, and policy changes, assists with quotes, and keeps precise records in the agency management system. You will collaborate with the Personal Lines Manager to ensure seamless service.

Qualifications

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: 1+ year in an insurance agency setting; Farmers Insurance experience is a plus.
• Software: Familiarity with Applied Epic preferred but not mandatory.

Responsibilities

• Manage personal lines 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 records in the agency management system.
• Collaborate with Personal Lines Manager and team to ensure seamless account management.

Skills

Detail oriented

Customer service

Team collaboration

Communication

Organizational skills

Education

Property & Casualty (P&C) license

Tools

Applied Epic

Job description

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.