Hybrid Personal Lines Client Executive — Growth & Service

Jonus Group; Bethlehem (Northampton County); Hybrid; USD 45,000 - 70,000; Full time

Benefits offered by this job

Competitive benefits package

Professional development

Continuing education

Job summary

Jonus Group is seeking a Client Executive – Personal Lines to manage and grow a personal insurance book of business through relationship management, consulting, and sales activities.

The role is hybrid, offering 1-2 days of remote work per week, with responsibilities including coverage reviews, cross-selling, and lifecycle management from quoting to renewals. A strong track record in personal lines and client service is essential.

Qualifications

• Active Property & Casualty Insurance License.
• Strong knowledge of personal insurance products and coverages.
• Proven sales, prospecting, and relationship-building skills.
• Excellent communication and customer service abilities.
• Ability to independently manage a book of business and sales pipeline.
• Proficiency with agency management systems, CRM platforms, and carrier portals.

Responsibilities

• Manage a portfolio of personal lines clients by building trusted relationships, addressing service requests, and proactively identifying insurance needs to ensure retention and satisfaction.
• Drive business growth by pursuing new opportunities through referrals, networking, digital leads, and existing client relationships.
• Conduct coverage reviews to assess client needs, recommend appropriate insurance solutions, and educate clients on policy provisions and available options.
• Identify and capitalize on account rounding and cross-selling opportunities to enhance client protection and increase account value.
• Oversee all aspects of the policy lifecycle, including quoting, policy issuance, renewals, endorsements, cancellations, and coverage modifications, ensuring accuracy and compliance.
• Maintain accurate client records, policy documentation, activity notes, and sales pipeline information within agency management systems and proprietary software platforms.
• Achieve performance goals and KPIs related to new business production, retention, cross-selling, referrals, and overall book growth.
• Develop and maintain strong relationships with carrier partners to provide clients with competitive coverage options and service solutions.
• Collaborate with internal teams and leadership to deliver efficient service and comprehensive insurance solutions.
• Provide feedback on process improvements, market opportunities, and client experience initiatives to support operational excellence.
• Mentor and support team members as needed to enhance overall team performance.
• Participate in continuing education and professional development to stay current on personal insurance products, market trends, carrier programs, and regulatory requirements.

Skills

Relationship-building

Sales

Communication

Customer service

CRM

Organization

Tools

Agency management systems

CRM platforms

Carrier portals

Job description

Jonus Group is seeking a Client Executive – Personal Lines to manage and grow a personal insurance book of business through relationship management, consulting, and sales activities.

The role is hybrid, offering 1-2 days of remote work per week, with responsibilities including coverage reviews, cross-selling, and lifecycle management from quoting to renewals. A strong track record in personal lines and client service is essential.