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The Jonus Group
Personal Lines CSR/AMThe Jonus Group • Tucson, AZ, United States
Personal Lines CSR/AM

Personal Lines CSR/AM

The Jonus Group • Tucson, AZ, United States
30+ days ago
Salary
$60,000.00 yearly
Job type
  • Full-time
Job description

Job Description

Personal Lines CSR/Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Customer Service Representative (CSR)/Account Manager to join a well-established and family-oriented insurance agency. As a key member of the team, you will play a vital role in servicing and managing a book of standard personal lines accounts, including auto, home, umbrella, RV, and motorcycle insurance.

Compensation Package

  • Salary: $50,000 - $60,000 annually, commensurate with experience.
  • Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

  • Provide exceptional customer service by addressing client inquiries, processing endorsements, issuing certificates, and assisting with adjustments (e.g., ID cards).
  • Manage and service a book of standard personal lines accounts across all lines of coverage.
  • Collaborate with clients to ensure their insurance needs are met and maintain strong, long-term relationships.
  • Utilize EZ Lynx software to manage accounts and process transactions efficiently.
  • Support the quoting and renewal process for personal lines accounts as needed.
  • Uphold the agency’s commitment to timely communication and high-quality service.

Qualifications/Requirements

  • Licenses: Active Property & Casualty (P&C) license is required.
  • Experience: Minimum of 2+ years of agency experience servicing a book of business with standard personal lines accounts.
  • Technical Skills: Proficiency in EZ Lynx software is preferred.
  • Soft Skills: Strong communication skills, attention to detail, ability to build relationships, and a customer-focused mindset.
  • Work Environment: This is an on-site position; candidates must be comfortable working in a collaborative office setting.

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Personal Lines CSR/AM • Tucson, AZ, United States

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