Personal and Commercial Lines Account Manager

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

Job summary

The Jonus Group in Portland, OR is seeking a dedicated Personal/Commercial Lines Account Manager to join a small, family-friendly team. You will service both commercial and personal accounts, handling endorsements, policy changes, renewals, certificates, and client requests.

Ideal candidates hold an Oregon Property & Casualty license and have 3–5 years of experience (5+ preferred), with proficiency in Epic software.

Qualifications

• Active P&C license in Oregon is required.
• 3–5 years of experience in a similar role (5+ years preferred).
• Experience with small accounts and books of business.

Responsibilities

• Manage day-to-day servicing of commercial and personal accounts.
• Handle endorsements, policy changes, renewals, certificates, and client requests.
• Conduct coverage reviews and resolve billing issues.
• Communicate with carriers, underwriters, and clients.
• Servicing commercial accounts such as contractors, bonds, and property.
• Servicing personal accounts such as home and auto insurance.

Skills

Self-starter

Go-getter attitude

Strong communication

Organizational skills

Tools

Epic software

Job description

Personal/Commercial Lines Account Manager

Seeking a dedicated and experienced Personal/Commercial Lines Account Manager to join a small, family-friendly team. This role is pivotal in ensuring the seamless servicing of both commercial and personal insurance accounts. The ideal candidate will bring a proactive attitude, strong organizational skills, and a commitment to delivering exceptional client service.

Compensation Package

• Salary: $55,000 - $65,000 annually, depending on experience
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

As the Personal/Commercial Lines Account Manager, your primary duties will include:

• Managing day-to-day servicing of commercial and personal insurance accounts.
• Handling endorsements, policy changes, renewals, certificates, and client requests.
• Conducting coverage reviews and resolving billing issues.
• Communicating effectively with carriers, underwriters, and clients.
• Servicing commercial accounts such as contractors, commercial specialties, bonds, business liability, and commercial property.
• Servicing personal accounts such as home, auto, umbrella, and renters insurance.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license in Oregon is required.
• Experience:
  • Minimum of 3-5 years of experience in a similar role (5+ years preferred).
  • Familiarity with small accounts and managing a book of business.
• Technical Skills: Proficiency in Epic software is required.
• Soft Skills:
  • Self-starter with a "go-getter" attitude.
  • Ability to thrive in a small, family-oriented office environment.
  • Strong communication and organizational skills.