Personal Insurance Account Manager

The Jonus Group; Boston (MA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

401(k)

Paid time off

Professional development opportunities

Job summary

The Jonus Group in Boston seeks a dedicated Personal Lines Account Manager to deliver exceptional service across home, auto and umbrella policies. You will manage client accounts, quote, renew and service coverage, while collaborating with carriers like AIG, CHUBB and CNA. This onsite role emphasizes team collaboration and accurate documentation using Applied EPIC software.

Licensure in P&C is preferred, with willingness to obtain one. A proactive, client-focused mindset is essential.

Qualifications

• Strong customer service and communication skills.
• Detail-oriented with excellent organizational abilities.
• Proficiency with Applied EPIC software is a plus.

Responsibilities

• Provide full-service account management for personal lines clients, including quoting, renewing, and servicing policies.
• Handle accounts with premiums up to $15,000, with an average account size of $3,000.
• Collaborate with carriers such as AIG, Arbella, CHUBB, CNA, Hagerty, and MAPFRE to ensure optimal coverage.
• Build and maintain strong client relationships and address inquiries promptly.
• Utilize Applied EPIC to manage client accounts and documentation.

Skills

Customer service

Communication

Detail-oriented

Organizational skills

Tools

Applied EPIC

Job description

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This role is a key part of the organization, responsible for providing exceptional service to clients by managing personal lines accounts, including home, auto, and umbrella insurance policies. If you are passionate about delivering outstanding customer service and thrive in a collaborative team environment, we encourage you to apply.

Compensation Package

• Salary Range: $40,000 - $70,000 (commensurate with experience)
• Incentives: Performance-based incentives
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Environment: Fully onsite, fostering a supportive and team-oriented culture

Responsibilities

• Provide full-service account management for personal lines insurance clients, including quoting, renewing, and servicing policies.
• Handle accounts with premiums up to $15,000, with an average account size of $3,000.
• Collaborate with carriers such as AIG, Arbella, CHUBB, CNA, Hagerty, and MAPFRE to ensure optimal coverage for clients.
• Build and maintain strong relationships with clients, addressing their inquiries and resolving issues promptly.
• Utilize Applied EPIC software to manage client accounts and ensure accurate documentation.
• Contribute to the positive office culture and work collaboratively with a team of experienced professionals.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred. Candidates without a license must be willing to obtain one.
• Experience: Open to candidates with varying levels of experience, including those new to the industry or transitioning from captive insurance roles.
• Skills:
  • Strong customer service and communication skills
  • Detail-oriented with excellent organizational abilities
  • Proficiency in using Applied EPIC software is a plus
• Work Ethic: A proactive and team-oriented mindset with a commitment to delivering exceptional service.