Commercial Insurance Account Manager

The Jonus Group; Salt Lake City (UT); On-site; USD 90,000 - 110,000; Full time

Job summary

The Jonus Group is seeking an experienced Account Manager in the Property & Casualty field to manage client portfolios, serve as the primary contact for service and renewals, and identify opportunities for cross-selling. This full-time role emphasizes strong communication and organizational skills to deliver exceptional client service.

Responsibilities include policy servicing, renewal management, client and underwriter liaison, and ensuring accurate documentation in agency systems.

Qualifications

• Active Property & Casualty license (resident state) required.
• 2–5 years of experience in an insurance agency or brokerage setting.
• High school diploma required; bachelor’s degree preferred for commercial lines.
• Proficiency in Microsoft Office and agency management software (Saggitta or Vertafore).
• Professional designations such as CPCU, CIC, CRM, or ARM are a plus.
• Strong communication and organizational skills; proactive in identifying client needs.

Responsibilities

• Policy servicing: process policy changes, endorsements, and billing inquiries.
• Renewal management: review client accounts before policy expiration and negotiate terms with carriers.
• Client relationship management: liaison between clients and underwriters for coverage or rate inquiries.
• Account rounding: identify coverage gaps and cross-sell additional P&C products.
• Claims support: assist clients with initial claims reporting and coordination with adjusters.
• Compliance & documentation: maintain accurate client files in agency systems to minimize E&O risk.
• Other duties: perform additional tasks to support the team and client satisfaction.

Skills

Excellent communication

Strong organizational skills

Client relationship management

Problem-solving

Education

High school diploma

Bachelor's degree preferred

Tools

Microsoft Office

Saggitta

Vertafore

Job description

Job Summary

Seeking a dedicated and experienced Account Manager to join a team This full-time position is an integral part of a Property & Casualty (P&C) department, where you will manage client insurance portfolios, serve as the primary point of contact for service and renewals, and identify opportunities for cross-selling. The ideal candidate will possess strong communication and organizational skills, a deep understanding of P&C insurance, and a commitment to delivering exceptional client service.

Job Description

Account Manager (Property & Casualty)

Job Summary

Seeking a dedicated and experienced Account Manager to join a team This full-time position is an integral part of a Property & Casualty (P&C) department, where you will manage client insurance portfolios, serve as the primary point of contact for service and renewals, and identify opportunities for cross-selling. The ideal candidate will possess strong communication and organizational skills, a deep understanding of P&C insurance, and a commitment to delivering exceptional client service.

Compensation Package

• Salary Range: $90,000 - $110,000 annually, based on experience and qualifications.

Responsibilities

• Policy Servicing: Process policy changes, endorsements, and billing inquiries efficiently and accurately.
• Renewal Management: Proactively review client accounts prior to policy expiration, recommend coverage adjustments, and negotiate terms with carriers.
• Client Relationship Management: Serve as the primary liaison between clients and underwriters, providing prompt and accurate responses to coverage or rate inquiries.
• Account Rounding: Identify gaps in coverage and cross-sell additional P&C products to existing clients.
• Claims Support: Assist clients with initial claims reporting and facilitate communication between insured parties and adjusters.
• Compliance & Documentation: Maintain accurate and up-to-date client files in agency management systems (e.g., Applied Epic or AMS360) to minimize errors and omissions (E&O) risk.
• Other Duties: Perform additional tasks as assigned to support the team and ensure client satisfaction.

Qualifications/Requirements

• Licensing: Active Property & Casualty Insurance License for the resident state is required.
• Experience: 2–5 years of experience in an insurance agency or brokerage setting is preferred.
• Education: High school diploma required; a Bachelor's degree is preferred, particularly for commercial lines.
• Technical Skills: Proficiency in Microsoft Office (Word, Excel) and experience with specialized agency management software (e.g., Saggitta or Vertafore).
• Professional Designations: Currently pursuing or holding a professional insurance designation such as CPCU, CIC, CRM, or ARM is a plus.
• Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to build and maintain client relationships, attention to detail, and a proactive approach to identifying client needs.