Personal Insurance Account Manager

The Jonus Group; Easton Center (MA); On-site; USD 65,000 - 95,000; Full time

Job summary

The Jonus Group is seeking a Property & Casualty Insurance Account Manager in Massachusetts to join an established agency. The candidate will manage a large book of business, service client relationships, and support sales while ensuring accuracy in certificates, proposals and policy summaries.

Ideal candidates have broker experience, hold a P&C license, and can work independently or in a team to drive revenue and retain accounts.

Qualifications

• Experience handling multiple lines of coverage and large book of business.
• Client-facing role with relationship management experience.
• Review contracts for accuracy and manage certificates/proposals/policy summaries.
• Brokerage experience and active P&C license are required.

Responsibilities

• Maintain and retain assigned accounts.
• Prepare certificates, proposals, policy summaries and reviews.
• Support sales and drive agency revenue independently or in a team.
• Address cancellations, renewal issues, audits, receivables, and carrier issues.

Skills

Multi-line coverage experience

Large book of business management

Client facing relationships

New and renewal business handling

Contract review accuracy

Certificate/proposal/policy review

Independence or teamwork

Account retention

Problem solving (cancellations/renewal

Brokerage experience

P&C license

Job description

Job Description

Property & Casualty Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The Ideal Candidate Will Have The Following Qualifications

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business.
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.
• Ability to review insurance contracts for accuracy.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.