The Jonus Group
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Commercial Lines Account Manager
role at
The Jonus Group 1 week ago Be among the first 25 applicants Join to apply for the
Commercial Lines Account Manager
role at
The Jonus Group Job Summary
The Job Description
Job Summary
The
Commercial Lines Account Manager
will oversee a portfolio of mid-size to large commercial insurance accounts, ensuring exceptional service and retention. This role involves collaborating with producers to manage new and renewal business, maintaining accurate account records, and supporting underwriting and carrier relationships to achieve agency service standards.
Responsibilities
Serve as the primary point of contact for assigned commercial clients, delivering timely and professional service Complete applications for new and renewal business with accuracy, gathering all necessary client and policy information Prepare and submit proposals, binders, certificates, and account summaries in partnership with producers Perform policy ratings and issue quotations using carrier websites or rating software Manage endorsements, audits, cancellations, and policy renewals, ensuring timely issuance and follow-up Maintain expiration control logs, suspense files, and system records to track outstanding items and deadlines Initiate correspondence with carriers and clients, obtain signatures, and coordinate policy deliveries Request and review renewal data, endorsements, and other policy updates from carriers and insureds Identify reasons for cancellation requests, take appropriate actions to retain business, and notify producers per agency guidelines Monitor carrier underwriting guidelines and appetite by meeting with company representatives and updating internal resources Review all public-facing activities to minimize errors and omissions exposure Foster a positive workplace culture by supporting collaborative efforts across teams Perform additional duties as assigned
Qualifications/Requirements
5 years’ experience managing mid-size to large commercial insurance accounts Current Property & Casualty license (required) Strong understanding of commercial insurance coverages, policy endorsements, and risk exposures Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Experience with agency management systems (AMS360/ImageRight preferred) Excellent customer service and communication skills, both written and verbal Ability to prioritize tasks, work independently, and collaborate effectively with producers and support staff Detail-oriented with strong organizational and time management abilities Proven aptitude for problem-solving and recognizing opportunities to improve client retention or streamline processes
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 Get notified about new Commercial Lines Account Manager jobs in
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Commercial Lines Account Manager
role at
The Jonus Group 1 week ago Be among the first 25 applicants Join to apply for the
Commercial Lines Account Manager
role at
The Jonus Group Job Summary
The Job Description
Job Summary
The
Commercial Lines Account Manager
will oversee a portfolio of mid-size to large commercial insurance accounts, ensuring exceptional service and retention. This role involves collaborating with producers to manage new and renewal business, maintaining accurate account records, and supporting underwriting and carrier relationships to achieve agency service standards.
Responsibilities
Serve as the primary point of contact for assigned commercial clients, delivering timely and professional service Complete applications for new and renewal business with accuracy, gathering all necessary client and policy information Prepare and submit proposals, binders, certificates, and account summaries in partnership with producers Perform policy ratings and issue quotations using carrier websites or rating software Manage endorsements, audits, cancellations, and policy renewals, ensuring timely issuance and follow-up Maintain expiration control logs, suspense files, and system records to track outstanding items and deadlines Initiate correspondence with carriers and clients, obtain signatures, and coordinate policy deliveries Request and review renewal data, endorsements, and other policy updates from carriers and insureds Identify reasons for cancellation requests, take appropriate actions to retain business, and notify producers per agency guidelines Monitor carrier underwriting guidelines and appetite by meeting with company representatives and updating internal resources Review all public-facing activities to minimize errors and omissions exposure Foster a positive workplace culture by supporting collaborative efforts across teams Perform additional duties as assigned
Qualifications/Requirements
5 years’ experience managing mid-size to large commercial insurance accounts Current Property & Casualty license (required) Strong understanding of commercial insurance coverages, policy endorsements, and risk exposures Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) Experience with agency management systems (AMS360/ImageRight preferred) Excellent customer service and communication skills, both written and verbal Ability to prioritize tasks, work independently, and collaborate effectively with producers and support staff Detail-oriented with strong organizational and time management abilities Proven aptitude for problem-solving and recognizing opportunities to improve client retention or streamline processes
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 Get notified about new Commercial Lines Account Manager jobs in
Dallas, TX . Client Service Representative – Employee Benefits
Dallas, TX $75,000.00-$120,000.00 2 days ago Commercial Account Manager - Frost Insurance Agency
Dallas-Fort Worth Metroplex $17.00-$19.00 1 day ago Customer Service Representative (Healthcare)
Dallas, TX $67,500.00-$97,500.00 1 month ago Plano, TX $67,500.00-$97,500.00 1 month ago Remote Insurance Customer Service Representative (Unlicensed)
Remote Insurance Customer Service Representative (Unlicensed)
Senior Customer Service Representative - Remote in Mainland USA
Remote Customer Service Representative - part-time
Customer Service Representative (Remote in Texas)
Bilingual Sales Representative/Customer Service( SPANISH*)
Bilingual Licensed Insurance Customer Service Representative
Bedford TX Customer Service Representative
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