Personal Lines CSR

The Jonus Group•Elm Grove, WI

17h•$28 - $30

About The Position

Seeking a dedicated and professional Personal Lines Customer Service Representative (CSR) to join a team. This role is integral to providing exceptional service to clients, ensuring their insurance needs are met with efficiency and care. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and the ability to take initiative in a fast-paced environment.

Requirements

2–5 years of experience in personal lines insurance is preferred.
Holds an active P&C (Property and Casualty) insurance license.
Proficiency in Epic software is highly desirable.
Strong communication skills, proactive problem-solving abilities, and a customer-focused mindset.
Must be self-motivated, detail-oriented, and capable of taking initiative, including making calls to underwriting when necessary.

Responsibilities

Provide exceptional customer service to clients by addressing inquiries, resolving issues, and ensuring satisfaction with personal lines insurance products.
Manage and maintain client accounts, including policy renewals, endorsements, and changes.
Communicate effectively with underwriters and other stakeholders to ensure timely and accurate processing of policies.
Take initiative to proactively identify client needs and offer appropriate solutions.
Utilize the Epic software system to manage client information and documentation.
Collaborate with team members to ensure seamless operations and client satisfaction.