Personal Insurance Account Manager

Jonus Group; Boston (MA); On-site; USD 40,000 - 70,000; Full time

Job summary

The Jonus Group is seeking a dedicated Personal Lines Account Manager in Boston, MA. This on-site role focuses on managing home, auto, and umbrella policies while delivering exemplary client service.

You will quote, renew, and service accounts, collaborate with carriers, and maintain accurate documentation using Applied EPIC software. A license is preferred, with willingness to obtain one, and a team-focused attitude is essential.

Qualifications

• Property & Casualty licensure preferred; willing to obtain one.
• Experience varies; open to entrants or those transitioning from captive roles.
• Strong customer service, communication, and organizational abilities.

Responsibilities

• Provide full-service personal lines account management including quoting, renewing, and servicing policies.
• Handle accounts with premiums up to $15,000, average around $3,000.
• Collaborate with carriers (AIG, Arbella, CHUBB, CNA, Hagerty, MAPFRE) for proper coverage.
• Build relationships and address client inquiries promptly.
• Use Applied EPIC software to manage client accounts and documentation.

Skills

Customer service

Communication

Detail-oriented

Organizational skills

Tools

Applied EPIC software

Job description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This role is a key part of the organization, responsible for providing exceptional service to clients by managing personal lines accounts, including home, auto, and umbrella insurance policies. If you are passionate about delivering outstanding customer service and thrive in a collaborative team environment, we encourage you to apply.

Compensation Package

• Salary Range: $40,000 - $70,000 (commensurate with experience)
• Incentives: Performance-based incentives
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Environment: Fully onsite, fostering a supportive and team-oriented culture

Responsibilities

• Provide full-service account management for personal lines insurance clients, including quoting, renewing, and servicing policies.
• Handle accounts with premiums up to $15,000, with an average account size of $3,000.
• Collaborate with carriers such as AIG, Arbella, CHUBB, CNA, Hagerty, and MAPFRE to ensure optimal coverage for clients.
• Build and maintain strong relationships with clients, addressing their inquiries and resolving issues promptly.
• Utilize Applied EPIC software to manage client accounts and ensure accurate documentation.
• Contribute to the positive office culture and work collaboratively with a team of experienced professionals.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred. Candidates without a license must be willing to obtain one.
• Experience: Open to candidates with varying levels of experience, including those new to the industry or transitioning from captive insurance roles.
• Skills:
  • Strong customer service and communication skills
  • Detail-oriented with excellent organizational abilities
  • Proficiency in using Applied EPIC software is a plus
• Work Ethic: A proactive and team-oriented mindset with a commitment to delivering exceptional service.

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