Personal Insurance Account Manager

Jonus Group; Andover (MA); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Jonus Group in Andover, MA seeks a Personal Insurance Account Manager to handle accounts, present to clients, and resolve issues. You will review coverage, liaise with carriers, cross-sell, and quote new/renewal business across personal lines. Strong communication and team collaboration are essential.

Responsibilities emphasize retention, service excellence, and coordination of renewals, changes, and claims while supporting growth with cross-sell opportunities.

Formación

• Independent agency experience required.
• Active P&C license required.
• Working knowledge of agency management and rating software and MS Office.
• Excellent presentation and communication skills.
• Ability to multitask in a fast-paced environment.
• Team-oriented with self-direction.

Responsabilidades

• Handle accounts and deliver client presentations.
• Resolve client concerns and issues to ensure satisfaction.
• Review and recommend coverage, focusing on retention.
• Liaise between clients and carriers for service.
• Cross-sell and respond to walk-in/phone inquiries.
• Quote new and renewal business.
• Manage all types of personal insurance.
• Process renewal and change requests.
• Advise on coverage and assist with claims.
• Support account retention and follow up on cancellations.

Conocimientos

Client presentations

Strong communication

Team collaboration

Self-direction

Educación

Active P&C license

Herramientas

Agency management software

Insurance rating software

Microsoft Office

Descripción del empleo

Personal Insurance Account Manager

Established agency seeking to add a Personal Insurance Account Manager.

Responsibilities include:

• Account handling
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverage for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers
• Ability to cross sell and helpwalk-in/phone- sales questions
• Quoting both new and renewal business
• Ability to handle all types of personal insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with claims
• Assist in retaining accounts
• Follow up on cancelations & Broker of Record Letters
• Cross sell & round out accounts

Requirements:

• Independent agency experience
• Active P&C is required
• Must have working knowledge of agency management software, insurance rating software, and Microsoft Office
• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced environment
• Ability to work within a team environment
• Ability to self-direct the completion of job duties