The Jonus Group
Personal Lines Account Manager
The Jonus Group, Beverly Hills, California, United States, 90211
2 weeks ago Be among the first 25 applicants
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Placing Top Insurance Talent Across CA and NV
Job Description
Job Title: Personal Lines Account Manager
Job Summary
We are seeking a motivated and detail-oriented
Personal Lines Account Manager
to join our dynamic team. In this role, you will be the primary point of contact for personal insurance clients, providing exceptional service, building long-term relationships, and managing policies to meet their unique needs. This is an excellent opportunity for a customer-focused professional with a passion for helping others and a strong understanding of personal insurance products.
Responsibilities
Serve as the primary liaison between clients and the agency, ensuring client inquiries, concerns, and policy updates are handled with efficiency and professionalism. Manage and renew a portfolio of personal lines insurance policies, including home, auto, and other individual coverage. Provide expert advice and recommendations to clients regarding policy options, coverage levels, and risk management strategies. Develop and nurture long-term relationships with clients to ensure client satisfaction and retention. Monitor client accounts to identify cross-selling opportunities and upsell additional insurance products, as appropriate. Process policy endorsements, changes, renewals, cancellations, and claims in a timely and accurate manner. Stay updated on personal insurance products, industry trends, and regulatory requirements to provide accurate and timely information to clients. Collaborate with underwriters, carriers, and other team members to ensure outstanding service delivery. Maintain detailed and accurate client files in compliance with company and regulatory standards.
Qualifications/Requirements
5+ years of experience in personal lines account management preferred. Holds an active P&C (Property and Casualty) insurance license. Excellent verbal and written communication skills with a demonstrated ability to build trust and rapport with clients. Strong attention to detail, time management, and organizational skills. Proficiency in navigating agency management software systems and basic office programs (e.g., Microsoft Office Suite). Ability to analyze client needs and offer personalized solutions in a consultative manner. Commitment to continuous professional development, including staying abreast of industry changes and certifications. Previous experience working with a variety of carriers, including Mercury (required) and Safeco, as well as programs like the California FAIR Plan.
Compensation Package
Compensation: Between $65k-$85k (based on experience). Competitive benefits package, paid time off, professional development opportunities, etc.
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 Personal Line Account Manager jobs in
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Job Description
Job Title: Personal Lines Account Manager
Job Summary
We are seeking a motivated and detail-oriented
Personal Lines Account Manager
to join our dynamic team. In this role, you will be the primary point of contact for personal insurance clients, providing exceptional service, building long-term relationships, and managing policies to meet their unique needs. This is an excellent opportunity for a customer-focused professional with a passion for helping others and a strong understanding of personal insurance products.
Responsibilities
Serve as the primary liaison between clients and the agency, ensuring client inquiries, concerns, and policy updates are handled with efficiency and professionalism. Manage and renew a portfolio of personal lines insurance policies, including home, auto, and other individual coverage. Provide expert advice and recommendations to clients regarding policy options, coverage levels, and risk management strategies. Develop and nurture long-term relationships with clients to ensure client satisfaction and retention. Monitor client accounts to identify cross-selling opportunities and upsell additional insurance products, as appropriate. Process policy endorsements, changes, renewals, cancellations, and claims in a timely and accurate manner. Stay updated on personal insurance products, industry trends, and regulatory requirements to provide accurate and timely information to clients. Collaborate with underwriters, carriers, and other team members to ensure outstanding service delivery. Maintain detailed and accurate client files in compliance with company and regulatory standards.
Qualifications/Requirements
5+ years of experience in personal lines account management preferred. Holds an active P&C (Property and Casualty) insurance license. Excellent verbal and written communication skills with a demonstrated ability to build trust and rapport with clients. Strong attention to detail, time management, and organizational skills. Proficiency in navigating agency management software systems and basic office programs (e.g., Microsoft Office Suite). Ability to analyze client needs and offer personalized solutions in a consultative manner. Commitment to continuous professional development, including staying abreast of industry changes and certifications. Previous experience working with a variety of carriers, including Mercury (required) and Safeco, as well as programs like the California FAIR Plan.
Compensation Package
Compensation: Between $65k-$85k (based on experience). Competitive benefits package, paid time off, professional development opportunities, etc.
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 Personal Line Account Manager jobs in
Beverly Hills, CA . Client Service Representative - House of Dior, Beverly Hills
Beverly Hills, CA $18.00-$23.00 1 week ago Lead Customer Solution Center Service Representative
Los Angeles, CA $55,245.00-$82,867.00 3 weeks ago Beverly Hills, CA $20.00-$22.00 1 week ago Beverly Hills, CA $23.43-$28.64 19 hours ago Client Experience Coordinator (Long-Term Temporary Assignment) - Topanga
Client Services Supervisor (Theaters and Residencies) - AXS
Los Angeles, CA $45,000.00-$50,000.00 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.
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