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The Jonus Group

Personal Lines Service Advisor

The Jonus Group, Chatham, New York, United States

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3 days ago Be among the first 25 applicants Direct message the job poster from The Jonus Group Market Manager, New York & Tri-State (PA/NJ/DE) at The Jonus Group

Job Description

Personal Lines Service Advisor

Job Summary

Looking for a dedicated and professional

Personal Lines Service Advisor

to join a growing team. This role is pivotal in providing exceptional service to our personal insurance clients, ensuring their needs are met with the highest standards of care and professionalism.

Compensation Package

Salary Range: $50,000 - $80,000

Responsibilities

Provide high-quality service and advice to personal insurance clients. Communicate effectively with clients via phone, email, and in person. Identify client needs and proactively recommend additional products and coverages when appropriate. Prepare and present quotes to clients with professionalism and accuracy. Assist clients with claims reporting and provide guidance throughout the process. Adhere to agency procedures and maintain high underwriting standards. Collaborate with team members to meet client needs and ensure seamless service delivery. Perform basic office tasks, including managing incoming mail, monitoring agency messages, and handling supply orders as needed.

Qualifications/Requirements

Experience: Minimum of 1 year in a similar role preferred. Licenses/Designations: Property & Casualty (P&C) license is ideal but not required. Technical Skills: Familiarity with Epic software is preferred, but experience with other systems is acceptable. Soft Skills: Family-oriented and friendly demeanor Strong communication skills Professional and client-focused Team player with a go-getter attitude Education: High school diploma or equivalent required; additional certifications or training in insurance is a plus.

Seniority level

Seniority level Entry level Employment type

Employment type Full-time Job function

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