Personal Lines CSR

The Jonus Group • Fayetteville, NC

6d • Hybrid

About The Position

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.

Requirements

• Active Property & Casualty (P&C) license required
• Minimum of 3 years of insurance agency experience, preferably in personal lines
• Proficiency in Applied EPIC software is preferred
• Strong customer service orientation
• Excellent communication skills
• Attention to detail
• Ability to work collaboratively in a team environment
• Adaptability to manage multiple tasks

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed