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The Jonus Group

Personal Lines Account Manager

The Jonus Group, Augusta

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Recruiter | Insurance Agencies & Brokerages | Carolina Region

Job Description
Now Hiring: Personal Lines Account Manager
Location: Remote/Hybrid in SC or GA reporting to Agusta office
Department: Personal Lines
We are seeking a highly motivated and detail-oriented Personal Lines Account Manager to join our growing team. In this role, you will be responsible for managing and servicing a book of personal lines accounts, delivering an exceptional client experience, and supporting agency retention and growth goals. This is a full-time position with remote flexibility.
Key Responsibilities

  • Serve as the primary service contact for assigned personal lines clients.
  • Analyze client insurance needs, identify risk exposures, and recommend appropriate coverage.
  • Manage all aspects of policy servicing, including renewals, endorsements, certificates, and billing inquiries.
  • Prepare insurance summaries, renewal proposals, and other client documents.
  • Maintain thorough and accurate documentation in the agency management system (Applied Epic preferred).
  • Assist clients with claim reporting and provide follow-up on claim status.
  • Cross-sell additional coverages and refer business to other departments as appropriate.
  • Work closely with producers and carriers to ensure quality and timely service delivery.
  • Maintain up-to-date knowledge of carrier underwriting guidelines, industry trends, and coverage options.
Qualifications
  • High school diploma or equivalent required; Bachelors degree preferred.
  • 2+ years of experience in a personal lines account management role.
  • Active Property & Casualty insurance license (or ability to obtain).
  • Proficiency in Microsoft Office and experience using an Agency Management System (Applied Epic preferred).
  • Strong organizational, time management, and communication skills.
  • Ability to thrive in a fast-paced, paperless environment.
  • High degree of professionalism, initiative, and customer service orientation.
Preferred Skills
  • Knowledge of advanced or specialty personal lines products.
  • Familiarity with risk assessment and claims processes.
  • Experience working in a collaborative, team-oriented environment.
What We Offer
  • Competitive salary and comprehensive benefits package
  • Remote work flexibility
  • Supportive and collaborative team culture
  • Ongoing training and career development opportunities
Seniority level
  • Seniority level
    Entry level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Sales, Business Development, and Finance
  • Industries
    Banking, Financial Services, and Insurance

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