The Jonus Group
Personal Lines Account Manager
Job Summary
Seeking a highly skilled and experienced
Personal Lines Account Manager
to join a dynamic and growing team. This role is pivotal in providing exceptional service to the clients by managing a diverse book of business, including Middle Market and Private Client accounts. The ideal candidate will bring a strong background in personal lines insurance, a proactive approach to client service, and the ability to thrive in a collaborative team environment.
Compensation Package
Salary Range : $58,000 - $68,000 annually 401(k) Responsibilities
Manage and service an assigned book of business, including day-to-day inquiries, renewals, and remarketing. Prepare applications, obtain necessary documents (e.g., MVRs, inspections), and re-market accounts as needed. Quote and rate new and renewal business for account rounding and remarketing purposes. Process endorsements, cancellations, and other policy changes in coordination with insureds, carriers, and other stakeholders. Address client questions, concerns, and complaints with professionalism and efficiency. Maintain accurate and up-to-date account information in accordance with company procedures. Collaborate with underwriters and maintain direct communication to ensure optimal client solutions. Stay informed about market trends, new products, and changes in coverage options. Support claims processing by gathering and transmitting necessary information to carriers. Solicit additional coverage opportunities and expiration dates from existing clients. Qualifications/Requirements
Licenses/Certifications : Active Property & Casualty (P&C) license required. Experience : Minimum of 5 years in personal lines insurance at an independent agency. Technical Skills : Proficiency in Applied EPIC software preferred. Account Knowledge : Familiarity with both Private Client and standard accounts. Experience with carriers such as Chubb, AIG, Cincinnati, Vault, Pure, Travelers, Safeco, Progressive, Nationwide, Sagesure, Swyfft, The Hartford, and Mercury is a plus. Soft Skills : Strong organizational skills, attention to detail, excellent communication, problem-solving abilities, and a client-focused mindset. Education : High school diploma or equivalent required; additional certifications or training in insurance is a plus.
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Job Summary
Seeking a highly skilled and experienced
Personal Lines Account Manager
to join a dynamic and growing team. This role is pivotal in providing exceptional service to the clients by managing a diverse book of business, including Middle Market and Private Client accounts. The ideal candidate will bring a strong background in personal lines insurance, a proactive approach to client service, and the ability to thrive in a collaborative team environment.
Compensation Package
Salary Range : $58,000 - $68,000 annually 401(k) Responsibilities
Manage and service an assigned book of business, including day-to-day inquiries, renewals, and remarketing. Prepare applications, obtain necessary documents (e.g., MVRs, inspections), and re-market accounts as needed. Quote and rate new and renewal business for account rounding and remarketing purposes. Process endorsements, cancellations, and other policy changes in coordination with insureds, carriers, and other stakeholders. Address client questions, concerns, and complaints with professionalism and efficiency. Maintain accurate and up-to-date account information in accordance with company procedures. Collaborate with underwriters and maintain direct communication to ensure optimal client solutions. Stay informed about market trends, new products, and changes in coverage options. Support claims processing by gathering and transmitting necessary information to carriers. Solicit additional coverage opportunities and expiration dates from existing clients. Qualifications/Requirements
Licenses/Certifications : Active Property & Casualty (P&C) license required. Experience : Minimum of 5 years in personal lines insurance at an independent agency. Technical Skills : Proficiency in Applied EPIC software preferred. Account Knowledge : Familiarity with both Private Client and standard accounts. Experience with carriers such as Chubb, AIG, Cincinnati, Vault, Pure, Travelers, Safeco, Progressive, Nationwide, Sagesure, Swyfft, The Hartford, and Mercury is a plus. Soft Skills : Strong organizational skills, attention to detail, excellent communication, problem-solving abilities, and a client-focused mindset. Education : High school diploma or equivalent required; additional certifications or training in insurance is a plus.
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