Personal/Commercial CSR
The Jonus Group · Alexandria, VA · 3 mo ago
Business Development$55k/yrFull-time
Responsibilities
- Handle inbound calls and provide exceptional customer service
- Process certificates of insurance and manage general customer inquiries
- Support personal lines (75% of accounts) and small commercial accounts (25% of accounts, <$20k majority)
- Utilize software tools such as EZLynx, RingCentral, and AgencyZoom to manage client interactions and documentation
- Collaborate with a team of producers, CSRs, and a virtual assistant to ensure seamless service delivery
- Maintain professionalism in all email and phone communications
Qualifications/Requirements
- Licensure: Property & Casualty (P&C) license required; Life & Health (L&H) license is a plus
- Experience: Minimum of 4 years in personal and/or commercial lines servicing
- Industry Knowledge: Experience with Erie and Travelers is a significant advantage
- Technical Skills: Proficiency in EZLynx, RingCentral, and AgencyZoom preferred
- Soft Skills: Strong communication skills, attention to detail, and a customer-focused mindset