Commercial Insurance Account Manager

The Jonus Group

San Diego (CA)

On-site

USD 70,000 - 110,000

Full time

2 days ago
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Job summary

The Jonus Group is seeking an experienced Property and Casualty Account Manager to support expansion at an established insurance agency. You will manage a book of business, support new and renewal activity, and maintain strong client retention through proactive account management and technical expertise.

The ideal candidate has solid P&C account management experience, a strong understanding of underwriting concepts, and the ability to manage relationships across multiple industries with

Qualifications

  • Minimum four years of P&C account management or sales experience.
  • Strong knowledge of property and casualty insurance and policy administration.
  • Experience presenting to executive stakeholders.

Responsibilities

  • Manage and service a book of business with focus on retention and renewal.
  • Plan, direct, and execute the quoting process for new and existing accounts.
  • Market and renew accounts across multiple industries.
  • Negotiate with carriers and vendors on quotes and endorsements.
  • Coordinate implementation and ongoing administration of client accounts.
  • Maintain knowledge of insurance regulations and industry trends.
  • Prepare and transfer data to external vendors, auditors, and consultants.
  • Present information to executive-level stakeholders as needed.
  • Maintain documentation in agency management software.

Skills

P&C account management
Client relationships
Underwriting concepts
Communication skills
Executive-level presentations

Education

Bachelor’s degree preferred

Job description

Job Summary

An established and growing insurance agency is seeking an experienced Property and Casualty Account Manager to support continued expansion. This role is responsible for managing a book of business, supporting new and renewal activity, and maintaining strong client retention through proactive account management and technical expertise. The ideal candidate brings solid experience in P&C account management, a strong understanding of underwriting concepts, and the ability to manage client relationships across a variety of industries.

Job Description
P&C Account Manager
Job Summary

An established and growing insurance agency is seeking an experienced Property and Casualty Account Manager to support continued expansion. This role is responsible for managing a book of business, supporting new and renewal activity, and maintaining strong client retention through proactive account management and technical expertise. The ideal candidate brings solid experience in P&C account management, a strong understanding of underwriting concepts, and the ability to manage client relationships across a variety of industries.

Responsibilities
  • Manage and service a book of business with a focus on retention, renewal, and client satisfaction
  • Plan, direct, and execute the quoting process for new and existing accounts
  • Market and renew accounts across multiple industries
  • Negotiate with insurance carriers and vendors regarding quotes, premiums, and endorsements
  • Coordinate implementation and ongoing administration of client accounts
  • Maintain working knowledge of insurance regulations, industry trends, and best practices
  • Prepare and transfer account data, including spreadsheets and supporting documentation, to external vendors, auditors, and consultants
  • Serve as a liaison and present information to executive-level stakeholders as needed
  • Maintain accurate documentation and records within agency management software
Qualifications/Requirements
  • Bachelor’s degree preferred
  • Minimum of four years of experience in P&C account management or sales
  • Comprehensive knowledge of property and casualty insurance, including underwriting concepts and policy administration
  • Strong verbal and written communication skills
  • Experience working with or presenting to executive-level stakeholders
  • Holds an active P&C (Property and Casualty) insurance license
  • 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.*
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