Commercial Insurance Account Manager

Jonus Group; San Diego (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

Jonus Group is seeking a Property and Casualty Account Manager in San Diego to 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 brings solid P&C account management experience, a strong understanding of underwriting concepts, and the ability to manage client relationships across industries, with an active P&C license.

Qualifications

• Bachelor’s degree preferred.
• Minimum of four years of experience in P&C account management or sales.
• Active P&C insurance license.
• Strong verbal and written communication; experience presenting to executives.

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 knowledge of regulations and trends.
• Prepare and transfer account data 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.

Skills

Client relationship management

Communication skills

Executive stakeholder communication

Underwriting concepts

Education

Bachelor’s degree preferred

Tools

Agency management software

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 accountsMaintain 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.*