The Jonus Group
Pesonal Lines Account Manager
Our client is actively seeking a team-oriented and detail-driven Personal Lines Account Manager with a passion for fostering strong relationships and serving their Property & Casualty (P&C) customers. This role is an excellent fit if you're a highly motivated, organized, and relationship-focused professional who thrives in a collaborative team environment.
Responsibilities:
Develop and maintain robust professional relationships with clients, their representatives, and insurance company personnel. Accurately and efficiently manage electronic client account records and file documentation using our agency management systems. Contribute as a proactive team member in a fast-paced, continuously improving environment. Assist with renewals and new business, including reviewing and preparing submission applications. Analyze quotes, prepare proposals, review contracts (including indemnification), and issue Certificates of Insurance. Evaluate bids, solicit quotes for additional coverages, and communicate any coverage deficiencies to clients. Manage account invoicing, including processing endorsements, audits, and change requests. Participate in policy reviews for new and existing clients. Qualifications:
Licensed in Property and Casualty insurance, or willing to obtain. Ability to multitask while maintaining high levels of accuracy (critical for this role). Exceptionally detail-oriented and organized. Able to prioritize and meet deadlines in a fast-paced environment. Professional and friendly demeanor, positive attitude, and willingness to help others. Proficiency in Microsoft Office and Applied EPIC preferred. Compensation Package:
Up to $65k (depending on experience) Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
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.
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Our client is actively seeking a team-oriented and detail-driven Personal Lines Account Manager with a passion for fostering strong relationships and serving their Property & Casualty (P&C) customers. This role is an excellent fit if you're a highly motivated, organized, and relationship-focused professional who thrives in a collaborative team environment.
Responsibilities:
Develop and maintain robust professional relationships with clients, their representatives, and insurance company personnel. Accurately and efficiently manage electronic client account records and file documentation using our agency management systems. Contribute as a proactive team member in a fast-paced, continuously improving environment. Assist with renewals and new business, including reviewing and preparing submission applications. Analyze quotes, prepare proposals, review contracts (including indemnification), and issue Certificates of Insurance. Evaluate bids, solicit quotes for additional coverages, and communicate any coverage deficiencies to clients. Manage account invoicing, including processing endorsements, audits, and change requests. Participate in policy reviews for new and existing clients. Qualifications:
Licensed in Property and Casualty insurance, or willing to obtain. Ability to multitask while maintaining high levels of accuracy (critical for this role). Exceptionally detail-oriented and organized. Able to prioritize and meet deadlines in a fast-paced environment. Professional and friendly demeanor, positive attitude, and willingness to help others. Proficiency in Microsoft Office and Applied EPIC preferred. Compensation Package:
Up to $65k (depending on experience) Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
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.
#LI-CS1
#LI-HYBRID