Personal Insurance Account Manager - Hybrid

The Jonus Group; Atlanta (GA); Híbrido; USD 65.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

401(k) plan

Comprehensive benefits package

Descripción de la vacante

The Jonus Group is seeking a dedicated Personal Insurance Account Manager to oversee an established book of personal insurance business, including standard and high-net-worth accounts. You will manage new and renewal activity, maintain client relationships, and drive retention and growth.

Ideal candidates have a strong background in personal lines, excellent organization, and communication skills, with the ability to handle a high-volume workload.

Formación

• Active P&C license required.
• Minimum 2 years of Personal Lines account management or client servicing.
• Strong understanding of personal insurance products, underwriting processes, and policy administration.
• Experience with insurance marketing, quoting, and renewal processes.
• Familiarity with Applied EPIC or similar agency management software.
• Proficiency in Microsoft Office, including intermediate Excel skills.
• Excellent communication, organizational, and customer service skills.
• Willingness to travel occasionally as needed.

Responsabilidades

• Manage an established book of personal insurance business with emphasis on client satisfaction and retention.
• Handle new and renewal account activities, including gathering underwriting information and completing applications.
• Review quotes for accuracy and prepare coverage proposals for clients.
• Coordinate policy binding, payment plans, and issue binders and IDs as needed.
• Process policy changes, endorsements, and coverage updates through carrier platforms.
• Assist clients with claims reporting, processing, and timely resolution.
• Process agency-billed policy invoices and refunds accurately and efficiently.
• Maintain accurate client records using Applied EPIC and ensure documentation is complete.
• Issue Certificates of Insurance and other required documentation upon request.
• Identify opportunities for account growth, cross-selling, and improved coverage solutions.
• Adhere to service procedures and regulatory requirements, collaborating with internal teams and carrier reps.

Conocimientos

Personal Lines experience

Client servicing

Communication skills

Organization skills

Multi-tasking

Travel flexibility

Educación

P&C license

Herramientas

Applied EPIC

Excel

Descripción del empleo

Job Description

Personal Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Personal Insurance Account Manager to manage and service an established book of personal insurance business, including standard and high-net-worth accounts. This role involves overseeing new and renewal business, maintaining strong client relationships, and ensuring exceptional service, retention, and account growth.

The ideal candidate will have a strong background in personal lines insurance, excellent organizational and communication skills, and the ability to manage a high-volume workload efficiently. This position offers a collaborative work environment with hybrid flexibility following an initial training period.

Responsibilities

• Manage an established book of personal insurance business, ensuring high levels of client satisfaction and retention.
• Handle new and renewal account activities, including gathering underwriting information, completing applications, and maintaining accurate account records.
• Review insurance quotes for accuracy, ensure compliance with agency standards, and prepare coverage proposals for clients.
• Coordinate policy binding, establish payment plans, and issue binders, identification cards, and other policy documents as needed.
• Process policy changes, endorsements, and coverage updates through carrier platforms.
• Assist clients with claims reporting, processing, and follow-up to ensure timely resolution.
• Process agency-billed policy invoices and refunds accurately and efficiently.
• Maintain accurate client records, policy information, and account documentation using Applied EPIC.
• Issue Certificates of Insurance and other required documentation upon request.
• Identify opportunities for account growth, cross-selling, and improved coverage solutions.
• Adhere to established service procedures, performance standards, and regulatory requirements.
• Collaborate with internal teams and carrier representatives to provide efficient and effective client service.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Minimum of 2 years of experience in Personal Lines account management or client servicing.
• Strong understanding of personal insurance products, underwriting processes, and policy administration.
• Experience with insurance marketing, quoting, and renewal processes.
• Familiarity with Applied EPIC or similar agency management software.
• Proficiency in Microsoft Office, including intermediate Excel skills.
• Excellent communication, organizational, and customer service skills.
• Strong problem-solving abilities with the capacity to resolve complex client issues effectively.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Adaptable, proactive, and committed to continuous professional development.
• Ability to work independently and collaboratively within a team environment.
• Willingness to travel occasionally as needed.

Compensation Package

• Base Salary: $65,000 – $75,000 annually.
• Benefits: Comprehensive benefits package.
• Retirement: 401(k) plan.
• Work Arrangement: Hybrid flexibility available following an initial onsite training period.

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.