Personal Lines Account Manager

The Jonus Group; Eau Claire (WI); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Jonus Group is seeking a dedicated Personal Lines Account Manager to join a growing brokerage known for professional growth. The role provides end-to-end servicing for standard personal lines accounts, building strong client relationships and supporting new and renewal quotes with Epic software.

Applicants must have a Property & Casualty license, at least 3 years of personal lines experience, and excellent organization and communication skills.

Qualifications

• Active Property & Casualty (P&C) license required.
• Minimum of 3 years of experience in personal lines insurance.
• Proficiency with Epic software preferred.
• Strong organizational and communication abilities; client-focused.

Responsibilities

• Manage and service a portfolio of standard personal lines accounts from start to finish.
• Handle new and renewal business quotes, ensuring accuracy and timeliness.
• Build and maintain relationships with clients, delivering exceptional service.
• Utilize Epic software to manage accounts and streamline processes.
• Collaborate with internal teams to ensure seamless account management.

Skills

Client-focused mindset

Organizational skills

Communication skills

multitasking

Tools

Epic software

Job description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. This role offers an exciting opportunity to work with a large, well-established brokerage firm that values professional growth and development. As a Personal Lines Account Manager, you will be responsible for providing comprehensive A-Z servicing for standard personal lines accounts, ensuring client satisfaction and retention.

Compensation Package

• Salary Range: $45,000 - $55,000 annually
• Benefits: Comprehensive benefits package offered

Responsibilities

• Manage and service a portfolio of standard personal lines accounts from start to finish (A-Z servicing).
• Handle both new and renewal business quotes, ensuring accuracy and timeliness.
• Build and maintain strong relationships with clients, providing exceptional customer service.
• Utilize Epic software to manage accounts and streamline processes.
• Collaborate with internal teams to ensure seamless account management and client satisfaction.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 3 years of experience in personal lines insurance.
• Technical Skills: Proficiency in Epic software is preferred.
• Strong organizational and communication skills, with the ability to manage multiple accounts effectively.
• A proactive and client-focused mindset, with a commitment to delivering high-quality service.

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