Personal Lines Account Manager

Jonus Group; Greenville (SC); Presencial; USD 55.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO

Health insurance

Onsite with weekday schedule

Descripción de la vacante

Jonus Group is seeking a dedicated Personal Lines Account Manager in Greenville, SC to manage an established book of business and provide exceptional service to a loyal client base.

The role requires a P&C license and at least 5 years of Personal Lines experience, with strong knowledge of Home, Auto, Boat, and related products. Onsite with a weekday schedule, competitive salary, and benefits are offered.

Formación

• Active P&C license required.
• Minimum 5 years Personal Lines account management experience.
• Experience in independent or captive agencies is a plus.
• Strong knowledge of personal insurance products and servicing.
• Excellent organizational and communication skills.
• Ability to manage a high-volume book efficiently.
• Proficient with agency management software.

Responsabilidades

• Manage an established Personal Lines book of business with strong client service.
• Handle Home, Auto, Boat, Umbrella, Secondary Homes, Vacation Properties, and Rentals.
• Respond to client inquiries, process policy changes, and assist with renewals.
• Review client insurance needs and recommend coverage options.
• Build and maintain client relationships through proactive communication.
• Collaborate with agency leadership on key accounts and complex needs.
• Facilitate smooth transition of account responsibilities while maintaining service continuity.
• Maintain accurate client records and policy documentation in the system.
• Ensure compliance with insurance regulations and agency procedures.

Conocimientos

Customer service

Communication

Organizational skills

Attention to detail

Independent work

Educación

P&C license

Herramientas

Agency management software

Descripción del empleo

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.