Commercial Insurance Account Manager - Remote

The Jonus Group; Glen Allen (VA); Remote; USD 50,000 - 75,000; Full time

Job summary

The Jonus Group seeks a Commercial Lines Renewal Account Manager to provide exceptional customer service to small commercial insurance clients. This remote role involves managing client accounts, processing policy changes, and ensuring compliance with agency standards. Ideal candidates will be organized with strong communication skills and a solid understanding of insurance principles.

Qualifications

• Strong understanding of insurance coverages and risk management principles.
• Ability to explain policy coverage details and identify coverage gaps.
• Experience in an insurance agency is advantageous.

Responsibilities

• Build and maintain relationships with clients through communication.
• Process policy changes and issue related documents.
• Collaborate with sales team to manage renewals and client retention.

Skills

Communication

Organizational Skills

Problem-Solving

Analytical Skills

Education

High school diploma required; college degree preferred.

Tools

Microsoft Office Suite

Job description

Commercial Insurance Renewal Account Manager - Remote

Commercial Insurance Renewal Account Manager - Remote

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Job Description

Commercial Lines Renewal Account Manager - Remote

Summary

The Renewal Account Manager on the Client Care Team is responsible for delivering exceptional service to our small commercial insurance clients (accounts with premiums under $20,000). This role ensures all service and risk management needs are met in line with agency standards and workflows, upholding our commitment to “No Excuse Client Service.”

Key Responsibilities

• Build and maintain strong relationships with assigned clients through regular communication via phone and email.
• Clearly explain policy coverage details, and advise clients on potential policy changes or enhancements.
• Collect completed and signed applications in compliance with agency and carrier requirements.
• Respond promptly to client inquiries related to policy coverage, following established workflows.
• Handle and resolve billing-related issues for clients.
• Issue certificates of insurance, evidence of property coverage, cancellation notices, reinstatements, interim reports, and related documents in accordance with agency procedures.
• Process policy changes and update coverage as requested by clients.
• Identify cross-selling opportunities and refer them to the Sales Executive or Account Executive as needed.
• Review incoming policies for accuracy and ensure quality standards are met.
• Request necessary corrections or endorsements from insurance carriers.
• Collaborate with the Sales Executive (when applicable) to manage the renewal process, review upcoming expirations, and collect required information to ensure timely renewals.
• Investigate reasons behind client-initiated cancellations and work with the Sales Executive (if applicable) to retain the account.
• Maintain accurate and up-to-date client records within the agency management system, ensuring all transactions and documents are properly filed.
• Assist the Sales Executive (if applicable) with new business and renewal processing by assembling applications, proposals, binders, and ID cards per agency guidelines.
• Stay current on insurance policies, coverages, underwriting criteria, and carrier appetites through bulletins and digital updates.
• Participate in continuing education, training seminars, and professional development initiatives, especially those focused on avoiding errors and omissions.
• Perform other duties as assigned.
  
  

Core Competencies

• Self-motivated, organized, and skilled in both verbal and written communication.
• Effective team collaborator with a solution-focused mindset benefiting clients, carriers, and the agency.
• Ability to analyze data and interpret business reports.
• Committed to developing and deepening insurance expertise.
• Strong problem-solving skills and ability to manage conflict constructively.
• Dedication to continuous learning in insurance knowledge and risk management.
  
  

Qualifications & Experience

• Proficient in Microsoft Office Suite; experience with agency management systems is a plus.
• Strong understanding of insurance coverages, underwriting, rating, and risk management principles.
• Deep knowledge of commercial insurance products and industry practices.
• Ability to identify coverage gaps and provide recommendations, including offering additional policies when suitable.
• High school diploma required; college degree preferred. Prior experience in an insurance agency is advantageous.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Finance

• Industries

  Banking, Financial Services, and Insurance

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