Personal Lines CSR

Job Description

Company Information:

1. Name of Company: Mason Insurance Agency

a. Mailing Address: 501 South Cedar Street Mason MI 48854

b. Company Website: Name of Contact: Dawn Thelen -

a. Email address:

b. Phone number: T: and F:

c. Title: Partner

3. Where/who should the Invoice be sent too:

a. Name: Dawn Thelen

b. Email:

4. What types of roles do you typically use temporary staffing for: Jonus - two past hires

5. Do you have benefits Can you send me a copy of your benefit package: After 90 days 100% covered personal and family 100% Dental Life Insurance & STD Simple IRA match up 3% (No vision coverage but everyone just gets it from VSP)

6. Can you send me a copy of your company handbook: Getting the workbook in order

(Start) Pain:

1. Tell me about your agency 65% PL and 35% CL and little L&H

1. Company Selling Points/Why should someone work for your Agency: Currently remodeling the office summer cook outs EOY Christmas catered party Casual Fridays Will pay for Designations and CE credits for P&C

1. How would you describe the culture- Supportive collaborative and everyone gets along. They help each other almost to a fault!

1. How many total employees: 7-9

a. What is the employee breakdown by department:

1. Who does your hiring - Dawn

Job Order Information:

1. Job Title: Personal Lines Account Manager

2. Number of Openings: 1

3. Why is this position open: Short stage

a. How is the work getting done now: split amongst the team

4. Who does this position report too: Dawn

a. Name & Title: Dawn

b. How many people in this department: 2

5. Required/Preferred Licenses/Designations: P&C

6. Role details:

• Daily Responsibilities: Soup to nuts - A-Z servicing - **MAY be sitting in front to be the face for walk-ins**
• Book size in premium:Depends on experience
• Range of accounts (small to large): $1500 to $10k
• Average size accounts: $2k-$5k
• # of accounts in the book:Depending on experience
• Top 5 carriers you want to see from candidates: Auto Owners Citizens FrankenmuthPioneer
• Industries in the book (commercial only):Personal
• Agency Management system: EPIC
• Onsite Hybrid or Remote: Fully Onsite
• Budget: Hourly $21-$29 ($45-$62)
• Bonus: EOY Bonus - Dependent on the performance of the Company
• Commission: asd
• Start: Ready to pull the trigger
• Interview: Phone w/ Dawn Onsite w/ Dawn (bad cop) and Peter (good cop)
  • Dawn Interview Avail: Can do phone interviews M-F and call me tomorrow I can make the call
• 401k: Simple IRA 3% Match
• PTO: Pro-rated - after 90 days - DOE
• Benefits: After 90 days 100% covered personal and family 100% Dental Life Insurance & STD Simple IRA match up 3% (No vision coverage but everyone just gets it from VSP)
• Travel: No
• Hours: 8:15a to 5p - Monday through Thursday and 8:15a-4p on Fridays with a 30m lunch and one day with a 45m lunch. (we pay on 40 hours)

7. Is there any travel involved with this role: No

Skills Information:

1. Wish List - What are the top 5 Soft Skills you want this candidate to have: Want someone just like Jacob (past jonus Hire)

2. Onboarding what does that look like and is anything required prior to the start date (background check credit check): None

Internal Information:

1. Job ID & link: 149646

2. Fee Percentage: 25%

3. Zip Code: 48854

Dawn Thelen

three grandchildren

Spend my life at Mason Insurance

Extremely excited that