CSR

The Jonus Group•Goshen, NY

1d•$50,000

About The Position

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.

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.

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.