The Jonus Group
Personal Lines Account Manager
Hybrid Katonah, NY - $70-80k
Job Summary:
Well-known agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of personal lines insurance coverages and HNW. The candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.
Description:
The ideal candidate will have the following qualifications:
- Ability to manage a large, middle and small established book of business.
- Prior experience in a client-facing role.
- Interested in managing a team one day.
- Experience with various insurance products and maintaining client relationships.
- Ability to handle new and renewal submissions.
- Ability to review insurance contracts for inaccuracies.
- Process endorsements, placement requests, and invoicing.
- Complete and prepare certificates, proposals, policy summaries, and reviews.
- Check policy coverage and endorsements on all new business and renewals.
- Ability to work independently or as part of a team.
- Directly responsible for the retention of all accounts assigned to the team.
- Apply problem-solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, and carrier issues.
- Must have an active P&C license
- Possess above-average computer skills, and become proficient in various needed programs
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