Personal Insurance Client Success Manager

The Jonus Group

Chelsea (MA)

On-site

USD 65,000 - 90,000

Full time

35 hours ago
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Job summary

The Jonus Group is seeking a Personal Insurance Account Manager for a Massachusetts-based agency in Chelsea. The role calls for an outgoing, personable individual who can provide timely quotes, identify cross-selling opportunities, and deliver exceptional service for personal lines clients.

Ideal candidates have strong customer service and sales skills, great organization, and the ability to self-direct duties. A Property & Casualty license is required.

Qualifications

  • Experience with personal lines coverages in a brokerage/agency setting is a plus.
  • Experience maintaining client relationships.
  • Negotiate with carrier underwriters on behalf of clients for best rates.
  • Ability to handle new and renewal submissions.
  • Prior experience quoting, binding, and issuing policies.
  • Experience working with multiple carriers and rating systems.
  • Overall account management.

Responsibilities

  • Provide timely quotes for personal lines.
  • Recognize cross-selling opportunities.
  • Deliver exceptional customer service for personal lines customers.

Skills

Customer service
Sales skills
Relationship management
Organization
Self-direction
Negotiation
Carrier relations
Underwriting knowledge

Education

Property & Casualty License

Tools

Carrier rating systems
Brokerage software

Job description

The Jonus Group is seeking a Personal Insurance Account Manager for a Massachusetts-based agency in Chelsea. The role calls for an outgoing, personable individual who can provide timely quotes, identify cross-selling opportunities, and deliver exceptional service for personal lines clients.

Ideal candidates have strong customer service and sales skills, great organization, and the ability to self-direct duties. A Property & Casualty license is required.

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