Personal Insurance Account Manager

The Jonus Group; Pawtucket (RI); On-site; USD 55,000 - 70,000; Full time

Job summary

The Jonus Group in Rhode Island is seeking a personable Personal Insurance Account Manager to quote, bind, and service personal lines policies for a diverse client base.

You will identify cross-selling opportunities, manage end-to-end client relationships from new business through renewals, and collaborate with multiple carriers to secure competitive rates and coverage. The role emphasizes outstanding customer service and follow-through in a broker/agency environment.

Qualifications

• Previous experience with personal lines coverages in an agency or brokerage setting.
• Proven customer service and sales skills.
• Strong organizational skills with the ability to self-direct daily responsibilities.

Responsibilities

• Manage day-to-day service and overall account management for personal lines clients.
• Quote, bind, and issue new and renewal policies accurately and efficiently.
• Negotiate with carrier underwriters to secure the most competitive rates and coverage.
• Identify opportunities to cross-sell and round out accounts.
• Maintain and strengthen client relationships through consistent, professional communication.
• Collaborate with multiple carriers and utilize various rating systems to support client needs.

Skills

Customer service

Sales skills

Organizational skills

Communication skills

Education

Active Property & Casualty license

Tools

Carrier rating platforms

Job description

Job Summary

An established insurance agency is seeking an outgoing and personable Personal Insurance Account Manager to provide timely quotes, identify cross-selling opportunities, and deliver exceptional customer service to personal lines clients. This individual will be responsible for managing all aspects of client relationships, from new business through renewals.

Job Description

Personal Insurance Account Manager

Job Summary

An established insurance agency is seeking an outgoing and personable Personal Insurance Account Manager to provide timely quotes, identify cross-selling opportunities, and deliver exceptional customer service to personal lines clients. This individual will be responsible for managing all aspects of client relationships, from new business through renewals.

Responsibilities

• Manage day-to-day service and overall account management for personal lines clients.
• Quote, bind, and issue new and renewal policies accurately and efficiently.
• Negotiate with carrier underwriters to secure the most competitive rates and coverage.
• Identify opportunities to cross-sell and round out accounts.
• Maintain and strengthen client relationships through consistent, professional communication.
• Collaborate with multiple carriers and utilize various rating systems to support client needs.

Qualifications/Requirements

• Previous experience working with personal lines coverages in an agency or brokerage setting.
• Proven customer service and sales skills.
• Strong organizational skills with the ability to self-direct daily responsibilities.
• Proficient in working with multiple carrier systems and rating platforms.
• Active Property & Casualty license required.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.