The Jonus Group
Market Manager, New York & Tri-State (PA/NJ/DE) at The Jonus Group
Seeking a highly skilled and experienced
Personal Lines Senior Client Manager
to join a team.
This role is pivotal in delivering exceptional client service and managing a high-volume book of business.
The ideal candidate will have a strong background in personal property and casualty insurance, a deep understanding of market trends, and the ability to work independently in a fast-paced environment.
This is an in-office position offering a dynamic and professional work environment with opportunities for growth and development.
Compensation Package
Salary: $60,000 - $70,000 annually
Benefits: Comprehensive benefits package, including 401(k)
Work Environment: Fully in-office
Training and Onboarding: Standard onboarding process with training provided
Responsibilities
Evaluate exposures and renewal quotes
Review upcoming renewals and determine accounts requiring remarketing
Make coverage recommendations to clients
Utilize comparative rater tools to obtain quotes
Manage agency billing transactions
Obtain signed binding documents and notify carriers
Review binding documents for accuracy
Conduct contract reviews
Expand accounts by offering additional services and products
Other Responsibilities
Maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsements, cancellations, and proofs of insurance
Organize and attach documents in EPIC
Generate standard client and carrier communications using templates
Create and assign activities in EPIC
Pull relevant reports such as MVR, CLUES, Risk Meters, and RCE
Qualifications / Requirements
Minimum of 3 years of experience in personal property and casualty insurance
Comprehensive understanding of insurance coverages
Licenses / Certifications
Active state Property & Casualty insurance license
Essential Skills / Competencies
Proficiency in Microsoft Excel (formulas, charts, and tables), Word, and other MS Office products
Ability to quickly learn and adapt to new technology platforms
Proficiency in agency management systems and carrier sites
Strong customer service skills with a hands-on, personal approach
Effective team player with the ability to build trust and support peers
In-depth understanding of client requirements, market trends, and industry standards
Highly organized, detail-oriented, and capable of managing tasks in a fast-paced environment
Strong problem-solving and critical-thinking skills to resolve complex issues
Ability to develop and implement short- and long-term strategies
Preferred Skills
Experience with EPIC agency management software
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Sales, Business Development, and Finance
Industries
Banking, Financial Services, and Insurance
#J-18808-Ljbffr
Personal Lines Senior Client Manager
to join a team.
This role is pivotal in delivering exceptional client service and managing a high-volume book of business.
The ideal candidate will have a strong background in personal property and casualty insurance, a deep understanding of market trends, and the ability to work independently in a fast-paced environment.
This is an in-office position offering a dynamic and professional work environment with opportunities for growth and development.
Compensation Package
Salary: $60,000 - $70,000 annually
Benefits: Comprehensive benefits package, including 401(k)
Work Environment: Fully in-office
Training and Onboarding: Standard onboarding process with training provided
Responsibilities
Evaluate exposures and renewal quotes
Review upcoming renewals and determine accounts requiring remarketing
Make coverage recommendations to clients
Utilize comparative rater tools to obtain quotes
Manage agency billing transactions
Obtain signed binding documents and notify carriers
Review binding documents for accuracy
Conduct contract reviews
Expand accounts by offering additional services and products
Other Responsibilities
Maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsements, cancellations, and proofs of insurance
Organize and attach documents in EPIC
Generate standard client and carrier communications using templates
Create and assign activities in EPIC
Pull relevant reports such as MVR, CLUES, Risk Meters, and RCE
Qualifications / Requirements
Minimum of 3 years of experience in personal property and casualty insurance
Comprehensive understanding of insurance coverages
Licenses / Certifications
Active state Property & Casualty insurance license
Essential Skills / Competencies
Proficiency in Microsoft Excel (formulas, charts, and tables), Word, and other MS Office products
Ability to quickly learn and adapt to new technology platforms
Proficiency in agency management systems and carrier sites
Strong customer service skills with a hands-on, personal approach
Effective team player with the ability to build trust and support peers
In-depth understanding of client requirements, market trends, and industry standards
Highly organized, detail-oriented, and capable of managing tasks in a fast-paced environment
Strong problem-solving and critical-thinking skills to resolve complex issues
Ability to develop and implement short- and long-term strategies
Preferred Skills
Experience with EPIC agency management software
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Sales, Business Development, and Finance
Industries
Banking, Financial Services, and Insurance
#J-18808-Ljbffr