Personal Lines CSR

The Jonus Group•Beaver Dam, WI

About The Position

Seeking a dedicated and client-focused Personal Lines Account Manager to join a team at a well-established, locally-owned independent insurance agency. If you are passionate about delivering exceptional customer service and building strong client relationships, we encourage you to apply.

Requirements

Property & Casualty (P&C) License preferred. Candidates without a license must be willing to obtain one within 90 days of hire.
Prior experience in Personal Lines insurance in a customer service or account management role is preferred.
Familiarity with insurance products, coverages, and underwriting guidelines.
Experience communicating directly with insurance carriers is a plus.
Strong communication, organizational, and problem-solving abilities.
Ability to work independently and collaboratively in a fast-paced environment.
Proficiency in Microsoft Office Suite and familiarity with agency management systems such as Applied EPIC or AMS360 is preferred.
High school diploma or equivalent required; additional education or certifications in insurance are a plus.

Nice To Haves

Property & Casualty (P&C) License
Prior experience in Personal Lines insurance in a customer service or account management role
Experience communicating directly with insurance carriers
Familiarity with agency management systems such as Applied EPIC or AMS360
Additional education or certifications in insurance

Responsibilities

Serve as the primary point of contact for Personal Lines clients, addressing their insurance needs and inquiries.
Handle policy changes, billing questions, and customer service requests with accuracy and efficiency.
Process policy documentation and maintain organized client records within the agency management system.
Communicate directly with insurance carriers regarding coverages, policy updates, and underwriting guidelines.
Retain and develop business through proactive customer service and relationship management.
Support agency growth initiatives, including cross-selling opportunities across multiple lines of insurance.
Ensure compliance with agency procedures and insurance regulations.
Contribute to a positive and collaborative team culture.