Personal Insurance Account Manager - Hybrid

The Jonus Group; Grand Rapids (MI); On-site; USD 55,000 - 88,000; Full time

Job summary

The Jonus Group is searching for a dedicated Personal Lines Account Manager to ensure exceptional client relationships and tailored insurance solutions. Located in Grand Rapids, this role involves analyzing client needs, recommending policies, and facilitating the insurance process in a supportive environment. Candidates should possess an active P&C license and relevant experience in account management or customer service.

Benefits

Competitive salary

Comprehensive benefits package

Professional development opportunities

Supportive work environment

Qualifications

• Must hold an active P&C license.
• Experience in personal lines insurance or account management required.
• Strong analytical skills for coverage gap identification.

Responsibilities

• Maintain relationships with clients as their main contact.
• Analyze and address clients' insurance needs.
• Prepare accurate insurance quotes and manage renewals.

Skills

Proficient in insurance management software

Strong understanding of insurance products

Excellent customer service

Education

Active P&C License

Relevant insurance certifications

Tools

Microsoft Office Suite

Job description

Personal Insurance Account Manager - Hybrid

Personal Insurance Account Manager - Hybrid

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Direct message the job poster from The Jonus Group

Insurance Recruiter at The Jonus Group | Agency | Michigan | Indiana

Job Description

Our client is seeking a P&C licensed, dedicated, and proactive Personal Lines Account Manager to join their team.

Benefits

• Competitive salary: $55-65K
• Comprehensive benefits package
• Professional development opportunities and training.
• Supportive and inclusive work environment.
  
  

Qualifications

• Active P&C License
• Relevant insurance certifications or licenses (if required by state regulations).
• Previous experience in personal lines insurance, account management, or customer service.
• Strong understanding of insurance products, coverage types, and industry practices.
• Proficient in insurance management software and Microsoft Office Suite.
  
  

Responsibilities

• Develop and maintain strong relationships with clients, acting as their primary point of contact for all personal insurance matters.
• Understand clients' unique insurance needs, financial situations, and risk profiles to provide tailored recommendations.
• Review and analyze clients' existing insurance policies to identify coverage gaps and potential areas for improvement.
• Collaborate with clients to determine their changing insurance needs, life events, and other relevant factors.
• Present and explain insurance coverage options to clients, offering clear explanations of benefits, limitations, and costs.
• Advise clients on policy enhancements, endorsements, and discounts that align with their individual requirements.
• Prepare accurate insurance quotes and proposals based on clients' needs and preferences.
• Ensure timely delivery of quotes, addressing any client questions or concerns.
• Facilitate the issuance of insurance policies, ensuring all necessary paperwork and documentation are completed accurately and efficiently.
• Maintain comprehensive records of client interactions, policy changes, and communications.
• Proactively manage policy renewals, reviewing coverage and pricing to ensure continued client satisfaction.
• Collaborate with clients to update policy information, address changes, and recommend adjustments as needed.
• Assist clients in reporting and navigating insurance claims, acting as a liaison between clients and insurance carriers to streamline the claims process.
• Stay updated on industry trends, regulations, and changes in insurance products and services.
• Continuously improve your understanding of insurance products to better serve clients' evolving needs.
  
  

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Finance

• Industries

  Banking, Financial Services, and Insurance

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