Personal Lines Account Manager

The Jonus Group; Greenville (SC); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Competitive PTO

Health Insurance

Onsite work

Job summary

The Jonus Group is seeking a dedicated Personal Lines Account Manager to manage an established book of business and deliver exceptional service to a loyal client base. Duties include overseeing Home, Auto, Boat, Umbrella, and vacation properties while maintaining strong client relationships and ensuring smooth day-to-day account management.

The ideal candidate will be licensed with a P&C designation and possess at least five years of Personal Lines experience, preferably within an independent

Qualifications

• Active P&C license required.
• 5+ years of Personal Lines account management or servicing experience.
• Experience in an independent or captive agency considered a plus.
• Strong knowledge of personal insurance products and policy servicing procedures.
• Excellent organizational, communication, and customer service skills.

Responsibilities

• Manage an established Personal Lines book of business with focus on client service and retention.
• Handle Home, Auto, Boat, Umbrella, and other property policies.
• Respond to client inquiries, process policy changes, renewals and coverage adjustments.
• Review client insurance needs and recommend appropriate coverage options.
• Build and maintain strong client relationships through proactive communication.

Skills

P&C license

Client service

Organization

Communication

Detail orientation

Tools

Agency management software

Job description

Job Summary

Seeking a dedicated and experienced

Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to manage an established book of business and provide exceptional service to a loyal client base. This role involves overseeing a diverse portfolio of personal insurance policies, maintaining strong client relationships, and ensuring efficient day-to-day account management.

The ideal candidate will be a knowledgeable, organized, and client-focused insurance professional who thrives in a collaborative and supportive work environment. This position offers an opportunity to join an established agency with a stable client base.

Responsibilities

• Manage an established Personal Lines book of business, ensuring exceptional client service and retention.
• Handle all aspects of personal lines account management, including Home, Auto, Boat, Umbrella, Secondary Homes, Vacation Properties, and Rental Properties.
• Respond to client inquiries, process policy changes, and assist with renewals and coverage adjustments.
• Review client insurance needs and recommend appropriate coverage options.
• Build and maintain strong client relationships through proactive communication and personalized service.
• Collaborate with agency leadership on key accounts and complex client needs.
• Facilitate a smooth transition of account responsibilities while maintaining continuity of service.
• Maintain accurate client records and policy documentation using agency management software.
• Ensure compliance with applicable insurance regulations and agency procedures.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Minimum of 5 years of Personal Lines account management or servicing experience, preferably within an independent insurance agency.
• Experience within a captive insurance agency will also be considered.
• Strong knowledge of personal insurance products, coverage options, and policy servicing procedures.
• Excellent organizational, communication, and customer service skills.
• Ability to manage a high-volume book of business efficiently while maintaining accuracy and attention to detail.
• Strong interpersonal skills with a professional, friendly, and client-focused approach.
• Proficiency in agency management software and related technology.
• Ability to work independently while collaborating effectively with agency leadership and team members.

Compensation Package

• Base Salary: $55,000 – $65,000 annually, with higher compensation considered for highly experienced candidates.
• Paid Time Off: Competitive PTO package.
• Health Insurance: Flexible health insurance options.
• Work Arrangement: Onsite position with a consistent weekday schedule.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.