Assistant Account Manager

The Jonus Group; San Antonio (TX); On-site; USD 40,000 - 50,000; Full time

Job summary

The Jonus Group is seeking an Assistant Account Manager in Texas to support the account management team and ensure smooth agency operations. The ideal candidate will have an active Property & Casualty license in Texas and experience in an independent insurance agency.

This onsite role requires five days per week in the office and involves clerical support, client communication, and used Applied Epic software to manage accounts. Competitive salary offered.

Qualifications

• Active P&C license in Texas required.
• Experience in an independent insurance agency required.
• Proficiency with Applied Epic software preferred but not required.

Responsibilities

• Serve as the first point of contact by answering phones and acting as a receptionist.
• Assist account managers with clerical and administrative tasks.
• Support the management of small commercial lines accounts under $100k in premium.
• Utilize Applied Epic software to manage client information and accounts.
• Provide exceptional customer service to clients and maintain professional communication.

Skills

P&C License (TX)

Customer Service

Communication

Education

Insurance Agency Experience

Tools

Applied Epic

Job description

Job Summary

Seeking a dedicated and detail-oriented

Job Description

Assistant Account Manager

Job Summary

Seeking a dedicated and detail-oriented Assistant Account Manager to join a team. This role is integral to supporting our account management team and ensuring the smooth operation of an agency. The ideal candidate will have an active Property & Casualty (P&C) license in Texas and experience in an independent insurance agency.

Compensation Package

• Salary: $40,000 - $50,000 annually

Responsibilities

• Serve as the first point of contact by answering phones and acting as a receptionist.
• Assist account managers with clerical and administrative tasks.
• Support the management of small commercial lines accounts under $100k in premium.
• Utilize Applied Epic software to manage client information and accounts.
• Provide exceptional customer service to clients and maintain professional communication.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license in Texas is required.
• Experience:
  • Prior experience in an independent insurance agency is required.
  • Familiarity with small commercial lines accounts is preferred but not mandatory; training will be provided.
• Technical Skills: Proficiency in Applied Epic software is preferred.
• Work Environment: This is a fully onsite position, requiring attendance at the office five days per week.

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