Personal Lines Account Manager

The Jonus Group; Everett (WA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(k)

Paid time off

Professional development opportunities

Job summary

The Jonus Group in Everett, WA is seeking a dedicated Personal Lines Account Manager to join our team. You will manage a book of business valued at $1.5M–$2M in premium, serving standard households and select high-net-worth clients.

You will quote and re-quote policies using an automated system, handle new and renewal business, and collaborate with carriers like Nationwide, Safeco, Liberty, and Nat Gen. Strong communication and organization are essential.

Qualifications

• Licenses: Property & Casualty (P&C) license required; Life & Health (L&H) license preferred but not mandatory.
• 1–3 years of experience in personal lines insurance; independent agency preferred, captive experience considered.
• Familiarity with Applied EPIC is preferred.
• Strong communication, organizational and problem-solving skills; customer-focused mindset.

Responsibilities

• Manage a book of business with $1.5M–$2M in premium, focusing on standard households and some high-net-worth accounts.
• Utilize an automated system for quoting and re-quoting policies, ensuring accurate and timely client presentations.
• Handle new and renewal business quotes, with occasional cross-selling and new business opportunities.
• Collaborate with top carriers, including Nationwide, Safeco, Liberty, and Nat Gen.
• Maintain strong client relationships by providing exceptional service and addressing client needs promptly.

Skills

Strong communication

Organizational

Problem-solving

Customer-focused mindset

Tools

Applied EPIC

Job description

Job Summary

Seeking a dedicated and detail-oriented

Job Description

Personal Lines Account Manager

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This role is ideal for a professional with a passion for delivering exceptional customer service and a strong background in personal lines insurance. As a Personal Lines Account Manager, you will manage a book of business valued at $1.5M–$2M in premium, working with standard households and some high-net-worth clients.

Compensation Package

• Salary: $50,000–$60,000 annually


• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business with $1.5M–$2M in premium, focusing on standard households and some high-net-worth accounts.


• Utilize an automated system for quoting and re-quoting policies, ensuring accurate and timely client presentations.


• Handle new and renewal business quotes, with occasional cross-selling and new business opportunities.


• Collaborate with top carriers, including Nationwide, Safeco, Liberty, and Nat Gen.


• Maintain strong client relationships by providing exceptional service and addressing client needs promptly.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required; Life & Health (L&H) license preferred but not mandatory.


• Experience: 1–3 years of experience in personal lines insurance; independent agency experience preferred, but candidates with captive experience will also be considered.


• Software Proficiency: Familiarity with Applied EPIC is preferred.


• Soft Skills: Strong communication, organizational, and problem-solving skills; ability to work independently and as part of a team; customer-focused mindset.