Client-Focused Personal Lines Account Manager

The Jonus Group; Placerville (CA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

401(k)

Paid time off

Professional development opportunities

Job summary

The Jonus Group in Placerville, CA seeks a Personal Lines Account Manager to manage a $2.5 million premium book of business, focusing on home, auto, umbrella, and fire insurance. If you are customer-service oriented and reliable, this is a great fit for a laid-back yet professional team.

Responsibilities include renewals, endorsements, COIs, cross-selling, and assisting with new business quotes, with a strong emphasis on renewals. Licensing and Epic knowledge are preferred for success.

Qualifications

• Active Property & Casualty (P&C) license required.
• Minimum of 2 years in an independent brokerage setting.
• Epic software proficiency preferred.

Responsibilities

• Provide exceptional customer service to clients with professionalism and efficiency.
• Manage renewals, endorsements, COIs, and cross-selling opportunities.
• Handle a book of business with standard market accounts and some high-net-worth clients.
• Collaborate with the team to ensure seamless service delivery and client satisfaction.
• Assist with quoting new and renewal business, focusing on renewals.
• Proactively identify opportunities to bring in new business.

Skills

Customer service oriented

Reliability and dependability

Team collaboration

Communication skills

Detail oriented

Tools

Epic software

Job description

The Jonus Group in Placerville, CA seeks a Personal Lines Account Manager to manage a $2.5 million premium book of business, focusing on home, auto, umbrella, and fire insurance. If you are customer-service oriented and reliable, this is a great fit for a laid-back yet professional team.

Responsibilities include renewals, endorsements, COIs, cross-selling, and assisting with new business quotes, with a strong emphasis on renewals. Licensing and Epic knowledge are preferred for success.