Personal Insurance Account Manager

The Jonus Group; Woburn (MA); Sur place; USD 50 000 - 75 000; Plein temps

Avantages offerts par ce poste

50% commission on new business & renew

Health, dental, vision insurance

Résumé du poste

The Jonus Group in Woburn, MA is seeking a dedicated Personal Lines Account Manager to manage a portfolio of auto, home, renters, condo, umbrella, and RV policies from quote through renewal. You will deliver proactive service, build strong client relationships, and contribute to retention in a collaborative team environment.

Ideal candidates have at least 3 years of personal lines experience, a P&C license or willingness to obtain one, and familiarity with AMS360.

Qualifications

• 3+ years of personal lines experience preferred.
• Active P&C license or willingness to obtain one.
• Proficiency with AMS360 or similar agency management software.

Responsabilités

• Manage a portfolio of personal lines accounts (auto, home, renters, condo, umbrella, RV).
• Handle quoting, renewals, policy changes, and endorsements.
• Provide responsive client service and resolve inquiries promptly.
• Identify cross-sell opportunities to enhance coverage and client satisfaction.
• Collaborate with support staff on quoting and admin tasks.

Connaissances

Personal lines

Customer service

Account management

Formation

P&C license (active or willing to obtain)

Outils

AMS360

Description du poste

Seeking a dedicated and experienced

Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a well-established insurance organization. The ideal candidate will be a team-oriented professional with a strong background in personal lines insurance, capable of managing accounts from start to finish while delivering exceptional customer service. This position offers the opportunity to work in a collaborative, supportive environment that values independence, teamwork, and professional growth.

Responsibilities

• Manage and service a portfolio of personal lines insurance accounts, including auto, home, renters, condo, umbrella, and recreational vehicles.
• Handle all aspects of account servicing, including quoting, renewals, policy changes, and endorsements.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring timely communication.
• Identify opportunities to cross-sell, upsell, and round out accounts to enhance client coverage and satisfaction.
• Collaborate with support staff to facilitate quoting, administrative tasks, and efficient account management.
• Maintain accurate client records, policy information, and documentation using AMS360.
• Build and maintain strong client relationships to promote retention and long-term satisfaction.
• Stay informed about personal lines insurance products, carrier guidelines, and industry developments.

Qualifications/Requirements

• Minimum of 3 years of personal lines insurance experience preferred; candidates with captive agency experience are encouraged to apply.
• Holds an active P&C (Property and Casualty) insurance license or is willing to obtain one upon hire.
• Proficiency in AMS360 or similar agency management software preferred.
• Strong knowledge of standard personal lines insurance products, with some familiarity with high-net-worth accounts.
• Excellent organizational skills, attention to detail, and the ability to manage multiple priorities.
• Strong communication and interpersonal skills with a client-focused approach.
• Ability to work independently while contributing to a collaborative team environment.
• Proactive problem-solving skills and a commitment to delivering high-quality service.

Compensation Package

• Salary Range: $50,000 – $75,000 annually, commensurate with experience.
• Commission: 50% commission on new business and renewals.
• Benefits: Competitive benefits package, including health, dental, and vision insurance.
• Work Environment: Supportive and collaborative team environment with a focus on work-life balance.

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.