The Jonus Group
Personal Insurance Account Manager
The Jonus Group, Happy Valley, Oregon, United States, 97086
2 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from The Jonus Group
Job Description
Job Title: Personal Lines Account Manager
Job Summary
Seeking an experienced Personal Lines Account Manager to provide high-quality service and support for personal lines insurance clients. This role is responsible for handling day-to-day account servicing needs, processing policy documentation, and ensuring client satisfaction through timely and professional communication. Ideal candidates will be detail-oriented, efficient, and capable of managing multiple priorities within an independent agency environment. Job Description
Job Title: Personal Lines Account Manager
Job Summary
Seeking an experienced Personal Lines Account Manager to provide high-quality service and support for personal lines insurance clients. This role is responsible for handling day-to-day account servicing needs, processing policy documentation, and ensuring client satisfaction through timely and professional communication. Ideal candidates will be detail-oriented, efficient, and capable of managing multiple priorities within an independent agency environment.
Responsibilities
Deliver excellent customer service and maintain positive client relationships Process policy changes, endorsements, renewals, and audits Issue certificates of insurance, auto ID cards, and EPIs Assist with claims processing and follow-up Issue and renew surety and miscellaneous bonds Prepare and process finance contracts and client invoices Perform various administrative and service-related tasks as needed
Qualifications/Requirements
Active Property & Casualty (P&C) insurance license required Minimum of 2 years of experience in a personal lines role, preferably within an independent agency setting Proficiency in insurance agency management systems and common processing tools Strong communication skills and attention to detail Ability to prioritize tasks, manage deadlines, and work independently or within a team environment
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 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 Sign in to set job alerts for “Personal Account Manager” roles.
Senior Account Manager, Employee Benefits
Public Relations Account Manager (B2B Technology, Cybersecurity, Financial Services)
Portland, Oregon Metropolitan Area 1 month ago Strategic Account Manager, SkinMedica, Allergan Aesthetics, Portland, OR
Portland, OR $82,500.00 - $157,500.00 2 weeks ago Portland, OR $80,000.00 - $90,000.00 2 weeks ago Senior Account Manager, Vessel Closure - OR/ID/AK
Strategic Account Manager, SkinMedica, Allergan Aesthetics, Portland, OR
Portland, OR $82,500.00 - $157,500.00 1 week ago Senior Account Manager, Commercial Lines
Executive District Institutional Mental Health Account Specialist Manager, Neuroscience - COBENFY - Pacific Coast
Senior Account Manager - Professional Liability (Hybrid/Remote)
Portland, Oregon Metropolitan Area $70,000 - $100,000 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Job Title: Personal Lines Account Manager
Job Summary
Seeking an experienced Personal Lines Account Manager to provide high-quality service and support for personal lines insurance clients. This role is responsible for handling day-to-day account servicing needs, processing policy documentation, and ensuring client satisfaction through timely and professional communication. Ideal candidates will be detail-oriented, efficient, and capable of managing multiple priorities within an independent agency environment. Job Description
Job Title: Personal Lines Account Manager
Job Summary
Seeking an experienced Personal Lines Account Manager to provide high-quality service and support for personal lines insurance clients. This role is responsible for handling day-to-day account servicing needs, processing policy documentation, and ensuring client satisfaction through timely and professional communication. Ideal candidates will be detail-oriented, efficient, and capable of managing multiple priorities within an independent agency environment.
Responsibilities
Deliver excellent customer service and maintain positive client relationships Process policy changes, endorsements, renewals, and audits Issue certificates of insurance, auto ID cards, and EPIs Assist with claims processing and follow-up Issue and renew surety and miscellaneous bonds Prepare and process finance contracts and client invoices Perform various administrative and service-related tasks as needed
Qualifications/Requirements
Active Property & Casualty (P&C) insurance license required Minimum of 2 years of experience in a personal lines role, preferably within an independent agency setting Proficiency in insurance agency management systems and common processing tools Strong communication skills and attention to detail Ability to prioritize tasks, manage deadlines, and work independently or within a team environment
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 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 Sign in to set job alerts for “Personal Account Manager” roles.
Senior Account Manager, Employee Benefits
Public Relations Account Manager (B2B Technology, Cybersecurity, Financial Services)
Portland, Oregon Metropolitan Area 1 month ago Strategic Account Manager, SkinMedica, Allergan Aesthetics, Portland, OR
Portland, OR $82,500.00 - $157,500.00 2 weeks ago Portland, OR $80,000.00 - $90,000.00 2 weeks ago Senior Account Manager, Vessel Closure - OR/ID/AK
Strategic Account Manager, SkinMedica, Allergan Aesthetics, Portland, OR
Portland, OR $82,500.00 - $157,500.00 1 week ago Senior Account Manager, Commercial Lines
Executive District Institutional Mental Health Account Specialist Manager, Neuroscience - COBENFY - Pacific Coast
Senior Account Manager - Professional Liability (Hybrid/Remote)
Portland, Oregon Metropolitan Area $70,000 - $100,000 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr