Personal/Commercial CSR

The Jonus GroupAlexandria, VA

About The Position

Seeking a dedicated and experienced Commercial/Personal Customer Service Representative to join a growing team. This role is integral to providing exceptional service to clients, handling both personal and small commercial accounts. The ideal candidate will have a strong background in customer service within the insurance industry, excellent communication skills, and a proactive approach to problem-solving.

Requirements

  • Property & Casualty (P&C) license required
  • Minimum of 4 years in personal and/or commercial lines servicing
  • Proficiency in EZLynx, RingCentral, and AgencyZoom preferred
  • Strong communication skills, attention to detail, and a customer-focused mindset

Nice To Haves

  • Life & Health (L&H) license is a plus
  • Experience with Erie and Travelers is a significant advantage

Responsibilities

  • Handle inbound calls and provide exceptional customer service
  • Process certificates of insurance and manage general customer inquiries
  • Support personal lines (75% of accounts) and small commercial accounts (25% of accounts, <$20k majority)
  • Utilize software tools such as EZLynx, RingCentral, and AgencyZoom to manage client interactions and documentation
  • Collaborate with a team of producers, CSRs, and a virtual assistant to ensure seamless service delivery
  • Maintain professionalism in all email and phone communications

Benefits

  • Base Salary: $55,000–$65,000+
  • Quarterly Bonus Opportunities
  • Commission Opportunities for selling insurance
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