The Jonus Group
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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 Referrals increase your chances of interviewing at The Jonus Group by 2x Get notified about new Personal Line Account Manager jobs in
Augusta, GA . Customer Service Representative Store #132
Extended Stay America Augusta - Front Desk Agent
Grovetown, GA $60,000.00-$90,000.00 1 month ago Donor Contact Representative fluent in Spanish
Augusta, GA $70,000.00-$130,000.00 6 months ago Customer Service/Associate Client Support Consultant
On-Site Service Representative (Part Time)
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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 Referrals increase your chances of interviewing at The Jonus Group by 2x Get notified about new Personal Line Account Manager jobs in
Augusta, GA . Customer Service Representative Store #132
Extended Stay America Augusta - Front Desk Agent
Grovetown, GA $60,000.00-$90,000.00 1 month ago Donor Contact Representative fluent in Spanish
Augusta, GA $70,000.00-$130,000.00 6 months ago Customer Service/Associate Client Support Consultant
On-Site Service Representative (Part Time)
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr