JMJ Insurance
Job Description
Job Description
Job Description: Personal Lines Account Manager Location, Suwanee, Georgia Salary Range: $45,000 - $65,000 a year, including bonus
About Us
We are an established insurance agency working with National and Regional Carriers, focused on providing quality personal lines insurance (home, auto, umbrella, renters, flood, and specialty coverage, among others).
Position Overview
The Personal Lines Account Manager is responsible for managing and servicing a book of personal lines insurance clients. This role ensures that clients receive excellent customer service, accurate coverage recommendations, and timely policy management. The Account Manager works closely with producers, carriers, and clients to maintain retention, identify cross-selling opportunities, and resolve service issues.
Benefits
Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Mon-Fri Schedule Evenings Off Hands on Training Career Growth Opportunities Work from Home Health Insurance Dental Insurance Vision Insurance
Responsibilities Key Responsibilities
Client Service & Retention
oAct as the primary point of contact for assigned personal lines clients. oProvide responsive and professional service for coverage questions, billing issues, claims assistance, and policy changes. oConduct regular account reviews to ensure coverage adequacy and identify coverage gaps. oProactively manage renewals to maintain high retention levels. Policy Management oQuote, bind, and issue new and renewal policies using carrier systems and comparative raters. oProcess policy endorsements, cancellations, and reinstatements. oEnsure accurate data entry and documentation in the agency management system (AMS). oVerify accuracy of policies, endorsements, and invoices received from carriers. Sales Support & Growth oIdentify opportunities to cross-sell additional personal lines products (home, auto, umbrella, specialty, etc.). oSupport producers in generating new business through quoting and application assistance. oProviding referrals leads to commercial lines or life/financial services teams when appropriate.
Compliance & Administration
oMaintain up-to-date knowledge of carrier products, underwriting guidelines, and state insurance regulations. oFollow agency workflows, compliance requirements, and service standards. oMaintain proper documentation of all client interactions.
Requirements A property & Casualty License is required. 3+ years of Insurance experience required. Strong computer and technical skills, including
Microsoft Office Suite. Detail-oriented with the ability to multitask. A team player who is a critical thinker and out-of-the-box problem solver.
Job Description
Job Description: Personal Lines Account Manager Location, Suwanee, Georgia Salary Range: $45,000 - $65,000 a year, including bonus
About Us
We are an established insurance agency working with National and Regional Carriers, focused on providing quality personal lines insurance (home, auto, umbrella, renters, flood, and specialty coverage, among others).
Position Overview
The Personal Lines Account Manager is responsible for managing and servicing a book of personal lines insurance clients. This role ensures that clients receive excellent customer service, accurate coverage recommendations, and timely policy management. The Account Manager works closely with producers, carriers, and clients to maintain retention, identify cross-selling opportunities, and resolve service issues.
Benefits
Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Mon-Fri Schedule Evenings Off Hands on Training Career Growth Opportunities Work from Home Health Insurance Dental Insurance Vision Insurance
Responsibilities Key Responsibilities
Client Service & Retention
oAct as the primary point of contact for assigned personal lines clients. oProvide responsive and professional service for coverage questions, billing issues, claims assistance, and policy changes. oConduct regular account reviews to ensure coverage adequacy and identify coverage gaps. oProactively manage renewals to maintain high retention levels. Policy Management oQuote, bind, and issue new and renewal policies using carrier systems and comparative raters. oProcess policy endorsements, cancellations, and reinstatements. oEnsure accurate data entry and documentation in the agency management system (AMS). oVerify accuracy of policies, endorsements, and invoices received from carriers. Sales Support & Growth oIdentify opportunities to cross-sell additional personal lines products (home, auto, umbrella, specialty, etc.). oSupport producers in generating new business through quoting and application assistance. oProviding referrals leads to commercial lines or life/financial services teams when appropriate.
Compliance & Administration
oMaintain up-to-date knowledge of carrier products, underwriting guidelines, and state insurance regulations. oFollow agency workflows, compliance requirements, and service standards. oMaintain proper documentation of all client interactions.
Requirements A property & Casualty License is required. 3+ years of Insurance experience required. Strong computer and technical skills, including
Microsoft Office Suite. Detail-oriented with the ability to multitask. A team player who is a critical thinker and out-of-the-box problem solver.