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Personal Lines HNW CSR

Personal Lines HNW CSR

The Jonus GroupTroy, MI, United States
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Job Description

Personal Lines Customer Service Representative

Job Summary

Looking for a highly professional and organized Personal Lines Customer Service Representative (CSR) to join a team. This role is ideal for someone with experience in handling affluent clients and a strong background in personal lines insurance. As a key member of our team, you will play a vital role in managing client relationships, ensuring their needs are met with the highest level of service and professionalism. This is a remote position , and all necessary equipment will be provided.

Compensation Package

  • Salary Range : $50,000 - $65,000 annually
  • 401(k) : Competitive retirement plan offered.
  • Benefits : Comprehensive benefits package available

Responsibilities

  • Manage and service a book of personal lines insurance accounts, ensuring client satisfaction and retention.
  • Handle new and renewal business, including quoting and processing policies.
  • Provide exceptional customer service to affluent clients, addressing inquiries and resolving issues promptly and professionally.
  • Maintain accurate and up-to-date client records in the EPIC software system.
  • Collaborate with internal teams to ensure seamless service delivery.
  • Uphold the highest standards of professionalism and organization in all client interactions.

    • Qualifications / Requirements

  • Experience : 2-5 years of experience in personal lines insurance; 3+ years preferred.
  • Licenses / Designations : Relevant insurance licenses are required.
  • Technical Skills : Proficiency in EPIC software is highly preferred.
  • Soft Skills : Strong organizational skills, professionalism, attention to detail, and the ability to build and maintain relationships with high-net-worth clients.
  • Work Environment : This is a fully remote position; candidates must have the ability to work independently and efficiently in a virtual setting.

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    Personal Lines Csr • Troy, MI, United States