The Jonus Group
Join to apply for the
Personal Lines Account Manager
role at
The Jonus Group 17 hours ago Be among the first 25 applicants Join to apply for the
Personal Lines Account Manager
role at
The Jonus Group Get AI-powered advice on this job and more exclusive features. Job Summary
We are seeking a dedicated and customer-focused Job Description
Personal Lines Account Manager
Job Summary
We are seeking a dedicated and customer-focused
Personal Lines Account Manager
to join our dynamic team. In this role, you will act as a trusted advisor to clients, delivering exceptional customer service while managing all aspects of personal lines insurance accounts. Your primary responsibilities will include assisting clients with policy management, addressing inquiries, and identifying opportunities to enhance coverage and ensure client satisfaction. This is an excellent opportunity for an experienced professional with strong organizational and interpersonal skills to thrive in a supportive, team-oriented environment.
Responsibilities
Build and maintain strong, professional relationships with clients to ensure their insurance needs are met. Proactively manage and service personal lines accounts, including policy renewals, changes, and cancellations. Provide timely and accurate responses to client inquiries related to coverage options, claim processes, billing concerns, and policy updates. Educate clients on insurance coverage options and recommend suitable plans to meet their specific needs. Ensure compliance with company standards, industry regulations, and carrier guidelines in all account management activities. Assist with the preparation of quotes, proposals, and policy documents in collaboration with carriers and underwriters. Identify cross-selling and upselling opportunities to enhance client portfolios and strengthen relationships. Support the claims process by gathering relevant information and facilitating communication between clients and carriers. Maintain up-to-date knowledge of carrier products, industry trends, and market changes to serve clients effectively. Work collaboratively with team members to ensure seamless client experience and excellent service delivery.
Qualifications/Requirements
Minimum of 2 years of experience in personal lines account management or a related role within the insurance industry. Holds an active P&C (Property and Casualty) insurance license. Strong organizational, time management, and multitasking skills. Exceptional verbal and written communication with the ability to explain complex insurance terms in a clear and concise manner. Proficiency in using insurance agency management systems and Microsoft Office Suite (e.g., Word, Excel, Outlook). Proven ability to build relationships with a diverse client base, maintaining a high level of professionalism and empathy. Analytical thinking with attention to detail to solve client issues effectively and efficiently.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Sales, Business Development, and Finance Industries
Banking, Financial Services, and Insurance Referrals increase your chances of interviewing at The Jonus Group by 2x Get notified about new Personal Line Account Manager jobs in
Tucson, AZ . Customer Service Coordinator - Part Time - C Tucson, AZ
Customer Service Specialist (CUSTO005321)
Customer Service Representative - State Farm Agent Team Member
CUSTOMER SERVICE REP II - SSC (Tucson, Arizona, United States, 85745)
CUSTOMER SERVICE REP II - SSC (Tucson, Arizona, United States, 85745)
Tucson, AZ $60,000.00-$65,000.00 2 weeks ago Greater Tucson Area $19.64-$26.92 1 week ago Customer Service Representative - Part Time
Experienced Bilingual Customer Service Representative
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Personal Lines Account Manager
role at
The Jonus Group 17 hours ago Be among the first 25 applicants Join to apply for the
Personal Lines Account Manager
role at
The Jonus Group Get AI-powered advice on this job and more exclusive features. Job Summary
We are seeking a dedicated and customer-focused Job Description
Personal Lines Account Manager
Job Summary
We are seeking a dedicated and customer-focused
Personal Lines Account Manager
to join our dynamic team. In this role, you will act as a trusted advisor to clients, delivering exceptional customer service while managing all aspects of personal lines insurance accounts. Your primary responsibilities will include assisting clients with policy management, addressing inquiries, and identifying opportunities to enhance coverage and ensure client satisfaction. This is an excellent opportunity for an experienced professional with strong organizational and interpersonal skills to thrive in a supportive, team-oriented environment.
Responsibilities
Build and maintain strong, professional relationships with clients to ensure their insurance needs are met. Proactively manage and service personal lines accounts, including policy renewals, changes, and cancellations. Provide timely and accurate responses to client inquiries related to coverage options, claim processes, billing concerns, and policy updates. Educate clients on insurance coverage options and recommend suitable plans to meet their specific needs. Ensure compliance with company standards, industry regulations, and carrier guidelines in all account management activities. Assist with the preparation of quotes, proposals, and policy documents in collaboration with carriers and underwriters. Identify cross-selling and upselling opportunities to enhance client portfolios and strengthen relationships. Support the claims process by gathering relevant information and facilitating communication between clients and carriers. Maintain up-to-date knowledge of carrier products, industry trends, and market changes to serve clients effectively. Work collaboratively with team members to ensure seamless client experience and excellent service delivery.
Qualifications/Requirements
Minimum of 2 years of experience in personal lines account management or a related role within the insurance industry. Holds an active P&C (Property and Casualty) insurance license. Strong organizational, time management, and multitasking skills. Exceptional verbal and written communication with the ability to explain complex insurance terms in a clear and concise manner. Proficiency in using insurance agency management systems and Microsoft Office Suite (e.g., Word, Excel, Outlook). Proven ability to build relationships with a diverse client base, maintaining a high level of professionalism and empathy. Analytical thinking with attention to detail to solve client issues effectively and efficiently.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Sales, Business Development, and Finance Industries
Banking, Financial Services, and Insurance Referrals increase your chances of interviewing at The Jonus Group by 2x Get notified about new Personal Line Account Manager jobs in
Tucson, AZ . Customer Service Coordinator - Part Time - C Tucson, AZ
Customer Service Specialist (CUSTO005321)
Customer Service Representative - State Farm Agent Team Member
CUSTOMER SERVICE REP II - SSC (Tucson, Arizona, United States, 85745)
CUSTOMER SERVICE REP II - SSC (Tucson, Arizona, United States, 85745)
Tucson, AZ $60,000.00-$65,000.00 2 weeks ago Greater Tucson Area $19.64-$26.92 1 week ago Customer Service Representative - Part Time
Experienced Bilingual Customer Service Representative
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr