P&C Account Coordinator

The Jonus Group; Fort Worth (TX); Hybrid; USD 40,000 - 50,000; Full time

Job summary

The Jonus Group seeks a dedicated P&C Account Coordinator to support Commercial and Personal Lines, managing a diverse book and delivering superior client service. The position offers a remote or hybrid model, with the expectation that candidates reside in the Dallas-Fort Worth area.

Responsibilities include handling a generalist commercial book with substantial revenue, using Applied Epic to maintain records and process transactions, and collaborating with the team to ensure smooth workflow

Qualifications

• Minimum of 2 years of experience in the insurance industry, Commercial Lines.
• Proficiency in Applied Epic software (required).
• Experience managing a book of business with agency revenue of approximately $500,000 - $600,000.

Responsibilities

• Manage a generalist commercial book of business with an estimated revenue of $500,000 - $600,000.
• Provide exceptional service to clients across various industries and account types.
• Utilize Applied Epic software to maintain accurate records, process transactions, and manage client accounts.
• Collaborate with team members to ensure seamless communication and efficient workflow.
• Assist in the preparation of proposals, renewals, and other client-facing documentation.
• Address client inquiries and resolve issues promptly and professionally.

Skills

Communication

Organization

Teamwork

Remote work

Tools

Applied Epic

Job description

Job Summary

Seeking a dedicated and detail-oriented P&C Account Coordinator to join the team. This role focuses on supporting the Commercial and Personal Lines of business, managing a diverse book of business, and ensuring exceptional client service. The position offers flexibility with a remote or hybrid work model; however, candidates must be based in the Dallas-Fort Worth (DFW) area.

Job Description

P&C Account Coordinator

Compensation Package

• Competitive salary: Up to $40,000 - $50,000 annually (commensurate with experience and qualifications).
• Opportunities for professional growth and development.

Responsibilities

• Manage a generalist commercial book of business with an estimated revenue of $500,000 - $600,000.
• Provide exceptional service to clients across various industries and account types.
• Utilize Applied Epic software to maintain accurate records, process transactions, and manage client accounts.
• Collaborate with team members to ensure seamless communication and efficient workflow.
• Assist in the preparation of proposals, renewals, and other client-facing documentation.
• Address client inquiries and resolve issues promptly and professionally.

Qualifications / Requirements

• Required Experience:
  • Minimum of 2 years of experience in the insurance industry, specifically in Commercial Lines.
  • Proficiency in Applied Epic software (this is a hard requirement).
• Preferred Experience:
  • Experience managing a book of business with agency revenue of approximately $500,000 - $600,000.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal abilities.
• Ability to work independently and as part of a team in a remote or hybrid environment.