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The Jonus Group

Personal Lines CSR

The Jonus Group, Raleigh, North Carolina, United States, 27601

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Personal Lines Customer Service Representative

Job Summary

Seeking a dedicated and professional

Personal Lines Customer Service Representative

to join a small but dynamic team. This role offers the opportunity to work with a diverse book of business, including high-net-worth clients, in a supportive and flexible work environment.

Compensation Package

Salary Range : $55,000 - $65,000+ (depending on experience) Competitive benefits package, paid time off, professional development opportunities, etc. Responsibilities

As a Personal Lines CSR, you will be responsible for providing end-to-end servicing for clients, ensuring their needs are met with professionalism and efficiency. Key responsibilities include:

Managing client communications, including phone calls and emails, with a professional and courteous demeanor. Handling policy renewals, endorsements, billing inquiries, and other servicing tasks. Quoting new and renewal business as needed. Supporting high-net-worth clients and expanding the company's presence in this market segment. Utilizing QQ Catalyst software to manage client accounts and documentation. Qualifications/Requirements

To excel in this role, candidates should meet the following qualifications:

Licensing : Active Property & Casualty (P&C) license is required. Experience : Minimum of 1 year of experience in a similar role within the insurance industry. Technical Skills : Proficiency in QQ Catalyst or similar agency management software is preferred. Soft Skills : Strong professional communication skills. Solid product knowledge and ability to explain coverage options to clients. Excellent phone presence and customer service orientation. Ability to work collaboratively in a small team environment. Flexibility and adaptability to meet client and agency needs

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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