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The Jonus Group

Commercial Lines Account Manager

The Jonus Group, Plano, Texas, us, 75086

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Commercial Lines Account Manager

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A growing independent agency is seeking a highly motivated and experienced Job Description

Job Summary

A growing independent agency is seeking a highly motivated and experienced

Commercial Lines Account Manager . This role involves managing and servicing a diverse portfolio of commercial accounts, providing tailored insurance solutions, and collaborating closely with producers to drive client satisfaction and retention. The position offers a dynamic, team-oriented environment with opportunities for continued growth and development.

Responsibilities

Collaborate with producers to develop marketing strategies for both new and renewal business. Review client exposures, input applications into the agency management system, and prepare competitive insurance quotes. Assess client insurance needs and present appropriate coverage recommendations. Bind coverage and finance contracts, finalize quotes, prepare proposals, and coordinate timely invoicing. Issue Auto ID cards and renewal certificates in advance of policy expiration. Manage automatic renewals and confirm policy accuracy. Oversee policy issuance, conduct policy checks, and generate policy summaries. Handle a book of business primarily composed of mid-to-large commercial accounts, including generalist accounts with some specialized industry exposure. Maintain a balanced workload with a focus on both new business and renewals.

Qualifications/Requirements

Licenses/Certifications: Active Property & Casualty (P&C) license required. Experience: 3-5+ years of relevant experience in commercial lines account management. Software Proficiency: Applied Epic experience preferred. Skills: Strong organizational and time management skills. Excellent communication and interpersonal abilities. Detail-oriented with a commitment to accuracy. Team player with a driven and proactive attitude.

If you are a dedicated professional with a passion for delivering exceptional client service and are looking for a rewarding career opportunity, we encourage you to apply today.

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 Sign in to set job alerts for “Commercial Lines Account Manager” roles.

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