Commercial Lines Account Manager/ Assistant

The Jonus Group; Montgomery (AL); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Comprehensive health insurance

Job summary

The Jonus Group is seeking a Commercial Lines Account Manager/Assistant in Montgomery, AL. The role focuses on managing a portfolio of commercial insurance accounts, delivering excellent client service, and supporting the commercial lines team in both quoting and service delivery.

The ideal candidate has at least 3 years of account management experience in insurance, holds a Property & Casualty license, and is proficient with EPIC or similar systems.

Qualifications

• P&C license is required.
• Minimum of 3 years of solid account management experience in the insurance industry, preferably in an independent agency.
• Proficiency with EPIC or similar agency management systems.

Responsibilities

• Manage a portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Assist with quoting new and renewal business, balancing both workflows.
• Collaborate with team members to provide seamless service to clients.
• Utilize EPIC software to manage client information and process transactions.
• Address client inquiries and resolve issues promptly and professionally.
• Support the team in achieving departmental goals and objectives.

Skills

Customer service

Communication

Teamwork

Education

P&C license

Tools

EPIC software

Job description

Job Description

Commercial Lines Account Manager/Assistant

Job Summary

A well-established and stable insurance agency is seeking a Commercial Lines Account Manager/Assistant to join a growing team in Montgomery, AL. This role is ideal for a detail-oriented professional with a strong background in account management and a passion for delivering exceptional customer service. The successful candidate will work closely with our commercial lines team to manage a diverse portfolio of accounts, ranging from small businesses to large market clients.

Compensation Package

• Salary: Starting at $65,000+ (depending on experience)
• Benefits: Comprehensive health insurance

Responsibilities

• Manage a portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Assist with quoting new and renewal business, maintaining a balance between both.
• Collaborate with team members to provide seamless service to clients.
• Utilize EPIC software to manage client information and process transactions.
• Address client inquiries and resolve issues promptly and professionally.
• Support the team in achieving departmental goals and objectives.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of solid account management experience in the insurance industry, preferably within an independent agency.
• Technical Skills: Proficiency in EPIC software or similar agency management systems.

Soft Skills

• Strong ability to work both independently and collaboratively within a team.
• Exceptional customer service orientation with a proactive approach to problem-solving.
• Excellent communication and organizational skills.
• Detail-oriented with the ability to manage multiple priorities effectively.