Commercial Lines Account Manager - Client Success

The Jonus Group; Kaukauna (WI); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Benefits package

401(k)

Paid time off

Professional development

Job summary

The Jonus Group is seeking a dedicated Commercial Lines Account Manager to join our team in Wisconsin. You will manage a portfolio of commercial insurance accounts, serving as the primary client contact and coordinating with carriers to secure renewals and endorsements.

You will review policies for coverage and compliance, prepare client proposals, and maintain meticulous records in the agency system. Strong communication and organizational skills are essential.

Qualifications

• 3-5 years of experience in commercial insurance account management.
• Licensure or certifications preferred.
• Proficiency with insurance software and MS Office.
• Excellent written and verbal communication skills.

Responsibilities

• Manage and service a portfolio of commercial insurance accounts.
• Serve as the primary contact for clients and carriers.
• Collaborate with carriers to negotiate terms and renewals.
• Review client policies for coverage and compliance.
• Assist in proposals, presentations, and client materials.
• Maintain accurate records in the agency management system.
• Stay informed on industry trends and regulations.

Skills

Client communication

Time management

Attention to detail

Organizational skills

Proactive account management

Tools

Insurance software

Microsoft Office

Job description

The Jonus Group is seeking a dedicated Commercial Lines Account Manager to join our team in Wisconsin. You will manage a portfolio of commercial insurance accounts, serving as the primary client contact and coordinating with carriers to secure renewals and endorsements.

You will review policies for coverage and compliance, prepare client proposals, and maintain meticulous records in the agency system. Strong communication and organizational skills are essential.