Commercial/Personal Lines CSR
The Jonus Group, Goshen, NY, United States
Job Description
Personal/Commercial Lines Customer Service Representative Job Summary
Seeking a dedicated and experienced
Personal Lines/Commercial Lines Customer Service Representative (CSR)
to join a growing team. This role is essential in supporting the service team by managing a variety of accounts, including small commercial, home, and auto insurance policies. The ideal candidate will have a strong background in insurance, excellent customer service skills, and the ability to work efficiently in a fast-paced environment. Compensation Package Salary : 50,000-80,000 annually, commensurate with experience. Competitive benefits package 100% employer paid, 401(k), paid time off, professional development opportunities, etc. Responsibilities Account Management :
Handle a book of business valued at $8M+ with approximately 1,400 policies. Service accounts ranging in size from $500 to $50,000.
Policy Servicing :
Manage 90% renewal servicing, including rounding accounts. Handle 10% new business quoting.
Client Interaction :
Provide exceptional customer service to clients by addressing inquiries, resolving issues, and ensuring satisfaction.
Administrative Tasks :
Utilize software tools such as EZ Lynx, Microsoft Outlook, Word, and Excel to manage accounts and documentation.
Qualifications/Requirements Licenses : Active New York State insurance license is required. Experience : Minimum of 3 years of experience in a similar role. Technical Skills : Proficiency in EZ Lynx, Microsoft Outlook, Word, and Excel. Work Ethic : Strong organizational skills, attention to detail, and the ability to work both independently and as part of a team.
#LI-TM1
Personal/Commercial Lines Customer Service Representative Job Summary
Seeking a dedicated and experienced
Personal Lines/Commercial Lines Customer Service Representative (CSR)
to join a growing team. This role is essential in supporting the service team by managing a variety of accounts, including small commercial, home, and auto insurance policies. The ideal candidate will have a strong background in insurance, excellent customer service skills, and the ability to work efficiently in a fast-paced environment. Compensation Package Salary : 50,000-80,000 annually, commensurate with experience. Competitive benefits package 100% employer paid, 401(k), paid time off, professional development opportunities, etc. Responsibilities Account Management :
Handle a book of business valued at $8M+ with approximately 1,400 policies. Service accounts ranging in size from $500 to $50,000.
Policy Servicing :
Manage 90% renewal servicing, including rounding accounts. Handle 10% new business quoting.
Client Interaction :
Provide exceptional customer service to clients by addressing inquiries, resolving issues, and ensuring satisfaction.
Administrative Tasks :
Utilize software tools such as EZ Lynx, Microsoft Outlook, Word, and Excel to manage accounts and documentation.
Qualifications/Requirements Licenses : Active New York State insurance license is required. Experience : Minimum of 3 years of experience in a similar role. Technical Skills : Proficiency in EZ Lynx, Microsoft Outlook, Word, and Excel. Work Ethic : Strong organizational skills, attention to detail, and the ability to work both independently and as part of a team.
#LI-TM1