The Jonus Group
Personal Lines Account Manager - Cumming, GA
$50-$65k Depending on Experience.
Established and Reputable Independent Agency seeking a Personal Lines professional to join their team.
Key Responsibilities
- Client Relationship Management: Serve as the primary point of contact for clients, addressing inquiries and handling all account service needs.
- Policy Management: Manage and oversee personal lines insurance policies, ensuring timely renewals and updates in line with client requirements.
- Risk Assessment: Analyze and evaluate clients' coverage needs, recommending appropriate adjustments to policies.
- Customer Service: Provide exceptional service by promptly responding to client requests and resolving issues effectively.
- Documentation: Maintain accurate client records and complete necessary documentation for policy changes and renewals.
- Relationship Building: Foster strong, long-term relationships with clients to ensure satisfaction and loyalty.
- Cross-Sell: Cross-sell to existing clients as well as selling to potential new clients.
- Experience: Minimum of 2 years in personal lines insurance account management.
- Licensing: Active Property & Casualty license in Georgia.
- Skills: Strong communication, organizational, and customer service skills.
- Technical Proficiency: Experience with insurance software and CRM systems; proficiency in Microsoft Office Suite
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