Commercial Insurance Account Manager - Hybrid

The Jonus Group; Winchester (VA); On-site; USD 60,000 - 80,000; Full time

Job summary

The Jonus Group seeks a dedicated Commercial Lines Account Manager in Winchester, VA. You will manage a generalist portfolio, service policy changes, renewals, and client inquiries with a focus on exceptional service.

Ideal candidates have a P&C license and commercial lines experience, with proficiency in Applied EPIC. Onsite onboarding with potential hybrid work based on experience is available.

Qualifications

• Active Property & Casualty license is required.
• Commercial lines experience preferred (≤5 years).
• Experience with Applied EPIC is preferred.
• Strong organizational and client communication skills.

Responsibilities

• Manage and service a generalist portfolio of commercial lines accounts.
• Handle day-to-day account servicing including policy changes, renewals, endorsements, and inquiries.
• Identify opportunities for account rounding and cross-selling.
• Build and maintain strong client relationships through responsive service.
• Collaborate with team to ensure efficient account management and client satisfaction.
• Use Applied EPIC or other agency software to maintain client records and process transactions.
• Address client concerns with timely coverage and service solutions.
• Maintain accuracy and attention to detail in all activities.

Skills

P&C license

Commercial lines insurance

Strong communication

Team collaboration

Organizational skills

Education

Active P&C license

Tools

Applied EPIC

Job description

Job Summary

Seeking a dedicated and detail-oriented

Job Description

Commercial Lines Account Manager

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a growing insurance organization. This role focuses on managing a generalist portfolio of commercial lines accounts while delivering exceptional client service and maintaining strong relationships. The ideal candidate will have a solid background in commercial lines insurance, a proactive approach to account management, and the ability to thrive in a collaborative, team-oriented environment.

Responsibilities

• Manage and service a generalist portfolio of commercial lines insurance accounts.
• Handle day-to-day account servicing, including policy changes, renewals, endorsements, and client inquiries.
• Identify opportunities for account rounding and cross-selling additional coverage.
• Build and maintain strong client relationships through responsive communication and proactive service.
• Collaborate with team members to ensure efficient account management and client satisfaction.
• Utilize Applied EPIC or other agency management software to maintain accurate client records and process transactions.
• Address client concerns and provide timely solutions to coverage and service needs.
• Maintain accuracy and attention to detail in all account management activities.

Qualifications/Requirements

• Licensure: Holds an active P&C (Property and Casualty) insurance license.
• Commercial lines insurance experience required, preferably less than five years.
• Experience with Applied EPIC and Erie Insurance preferred.
• Strong organizational skills and attention to detail.
• Excellent communication and client relationship management abilities.
• Proactive approach to problem-solving and client servicing.
• Ability to work effectively in a collaborative, team-oriented environment.
• Comfortable managing multiple priorities in a fast-paced environment.
• Willingness to work onsite during initial onboarding, with flexibility for potential hybrid or remote arrangements based on experience.

Compensation Package

• Salary Range: $60,000 - $80,000 annually, with flexibility based on experience and qualifications.
• Bonus Opportunities: Potential for discretionary annual bonuses.
• Benefits: Comprehensive benefits package available.
• Work Arrangement: Initially onsite, with potential for hybrid or remote flexibility based on experience and qualifications.

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.