Commercial Lines Account Manager

The Jonus Group; Town of Goshen (NY); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Competitive benefits

401(k)

Paid time off

Professional development

Job summary

The Jonus Group is seeking a skilled Commercial Lines Account Manager in New York. The role focuses on servicing commercial accounts, including public entity exposure, while delivering exceptional client service and maintaining high ethical standards.

The position offers a hybrid work arrangement (3 days in-office, 2 days remote) with a preference for in-office presence, and includes a competitive benefits package, 401(k), and professional development opportunities.

Qualifications

• Active Property and Casualty Insurance Broker’s License.
• Associate’s degree or higher preferred.
• Minimum of 2 years of experience servicing commercial accounts in a busy agency environment.
• Strong problem-solving, prioritization, and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to work effectively in a team-oriented environment.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel).
• Experience with AMS360, ImageRight, or Epic is highly desirable.

Responsibilities

• Respond promptly to customer inquiries, including coverage questions, underwriting, and requests for binders, certificates, and other documentation.
• Assist in completing applications and supplemental questionnaires with producers; submit applications for renewals or remarketing.
• Review renewal policies, endorsements, and audits for accuracy; facilitate corrections as needed.
• Process policy change requests via AMS360 and provide documentation to insureds or carriers.
• Assist insureds in reporting claims and timely submission of loss reports and documents to carriers.
• Remarket accounts, prepare quote comparison spreadsheets, and forward documents to new carriers.
• Maintain accurate coverage details and account activity in AMS360; track expiring policies and renewal pipelines.
• Identify account rounding opportunities during client interactions.
• Accompany producers on client visits; participate in meetings and training; train co-workers as required.

Skills

Problem solving

Prioritization

Organizational skills

Written communication

Verbal communication

Teamwork

Education

Associate’s degree or higher

Tools

AMS360

ImageRight

Epic

Microsoft Office Suite

Job description

Job Description

Job Summary

Seeking a highly skilled and motivated Commercial Lines Account Manager with a strong background in handling commercial accounts, ideally with experience in Public Entity. The successful candidate will be responsible for delivering exceptional service to clients, maintaining high ethical standards, and fostering long-term relationships. This role offers a dynamic work environment with opportunities for professional growth and a strong emphasis on work-life balance.

Compensation Package

• Salary: $70,000 - $85,000 annually, plus commission.
• Work Schedule: Hybrid option available (3 days in-office, 2 days remote), with a preference for fully in-office.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Respond promptly to customer inquiries, including coverage questions, underwriting, and requests for binders, certificates, and other documentation.
• Assist in completing applications and supplemental questionnaires in collaboration with producers. Submit applications to appropriate markets for renewals or remarketing.
• Review renewal policies, endorsements, and audits for accuracy, facilitating corrections as needed.
• Process policy change requests via AMS360 and provide necessary documentation to insureds or carriers.
• Assist insureds in reporting claims, ensuring timely submission of loss reports and supporting documents to carriers. Follow up as per agency procedures.
• Remarketing accounts upon producer request, preparing quote comparison spreadsheets and forwarding required documents to new carriers.
• Maintain accurate insurance coverage details and account activity documentation in AMS360. Track expiring policies and manage renewal pipelines.
• Identify account rounding opportunities during client interactions.
• Accompany producers on client visits as needed.
• Participate in meetings, training sessions, and seminars. Assist in training co-workers as required.
• Comply with all agency procedures and guidelines.
• Perform other related duties as assigned by management.

Qualifications/Requirements

• Active Property and Casualty Insurance Broker’s License.
• Associate’s degree or higher preferred.
• Minimum of 2 years of experience servicing commercial accounts in a busy agency environment.
• Strong problem-solving, prioritization, and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to work effectively in a team-oriented environment.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel).
• Experience with agency management systems such as AMS360, ImageRight, or Epic is highly desirable.