Client-Focused Personal Lines Account Manager

Jonus Group; New Orleans (LA); On-site; USD 48,000 - 65,000; Full time

Job summary

Jonus Group is seeking a motivated Personal Lines Account Manager to develop and maintain strong client relationships by delivering personalized insurance solutions. The role focuses on handling inquiries, managing policies, and ensuring client satisfaction.

You'll work with customers, carriers, and internal teams to review needs, process changes, renewals, and endorsements, while staying compliant with industry regulations and pursuing upsell opportunities.

Qualifications

• Active Property and Casualty Insurance License or willingness to obtain within a specified timeframe.
• Experience in account management or customer service within the insurance industry.
• Strong communication, interpersonal, and problem-solving skills to build and maintain client relationships.

Responsibilities

• Act as primary point of contact for new and existing clients, providing exceptional personal lines account management.
• Review, analyze, and evaluate client insurance needs to tailor coverage options.
• Foster relationships with clients, carriers, and team members to ensure prompt communication.
• Process changes, renewals, and endorsements to maintain accurate documentation.
• Handle billing questions, claims inquiries, and policy-related concerns with professionalism.
• Conduct periodic reviews to ensure adequate coverage and upsell opportunities.
• Resolve client issues in a timely and empathetic manner.
• Stay up to date on industry trends and regulations to assist clients effectively.
• Collaborate with sales and customer service to achieve company goals.

Skills

Communication

Interpersonal skills

Problem solving

Time management

Customer service

Education

Active Property and Casualty Insurance License

Tools

Insurance management systems

Microsoft Office

CRM tools

Job description

Jonus Group is seeking a motivated Personal Lines Account Manager to develop and maintain strong client relationships by delivering personalized insurance solutions. The role focuses on handling inquiries, managing policies, and ensuring client satisfaction.

You'll work with customers, carriers, and internal teams to review needs, process changes, renewals, and endorsements, while staying compliant with industry regulations and pursuing upsell opportunities.