What are the responsibilities and job description for the Personal Lines Insurance CSR position at Jones Insurance Group LLC?
Company Description Jones Insurance Group LLC is a full-service insurance agency offering a broad range of personal and business coverage options. The agency provides Health, Life, and Medicare plans to support clients’ long-term financial and medical needs. It also offers Home and Renter, Auto, and Business insurance, helping individuals and organizations protect their assets and operations. Team members work closely with clients to identify suitable coverage and deliver reliable, local support.
Role Description The Personal Lines Insurance CSR is a full-time, on-site role based in Travelers Rest, SC. This position focuses on supporting clients with their personal lines policies, including home, renter, auto, and related coverages. Day-to-day responsibilities include answering client inquiries, processing policy changes, handling renewals, issuing certificates and ID cards, and assisting with billing questions. The CSR will maintain accurate client records, follow agency procedures, and collaborate with producers and other team members to ensure timely, high-quality service. The role also involves educating clients on coverage options, resolving issues, and contributing to a positive and professional customer experience.
Qualifications
Role Description The Personal Lines Insurance CSR is a full-time, on-site role based in Travelers Rest, SC. This position focuses on supporting clients with their personal lines policies, including home, renter, auto, and related coverages. Day-to-day responsibilities include answering client inquiries, processing policy changes, handling renewals, issuing certificates and ID cards, and assisting with billing questions. The CSR will maintain accurate client records, follow agency procedures, and collaborate with producers and other team members to ensure timely, high-quality service. The role also involves educating clients on coverage options, resolving issues, and contributing to a positive and professional customer experience.
Qualifications
- Strong customer-facing skills, including experience as a Customer Service Representative and in general Customer Service.
- Ability to deliver effective Customer Support with a focus on Customer Satisfaction.
- Commitment to creating a positive and consistent Customer Experience.
- Prior experience in personal lines insurance or related financial services is preferred.
- Excellent verbal and written communication skills, with strong attention to detail and accuracy.
- Proficiency with basic computer applications and agency management systems or CRM tools.
- Ability to work on-site, manage multiple tasks, and prioritize in a fast-paced environment.
- Relevant state insurance license (or willingness to obtain) and a high school diploma or equivalent; additional education in business or finance is a plus.