Personal Lines Account Manager

The Jonus Group; Ocean City (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

The Jonus Group is assisting a well-established independent insurance agency in recruiting a dedicated Personal Lines CSR/Account Manager. You will manage and service a portfolio of small to mid-size accounts, primarily in personal lines with some commercial exposure, leveraging a strong A–Z account servicing background and a focus on client relationships.

This is primarily an in-office role with potential hybrid flexibility based on experience.

Qualifications

• Active P&C license required.
• 3–5+ years in personal lines account management or insurance servicing.
• Experience handling accounts from start to finish within an independent agency.
• Familiarity with small to mid-size accounts, condo insurance preferred.
• Proficiency with Applied EPIC or similar agency management software.
• CIC designation preferred.
• Strong knowledge of personal lines products and industry practices.
• Excellent organizational, communication, and problem-solving skills.
• Ability to work independently while collaborating with a team.
• Detail-oriented and self-motivated with high-quality client service.

Responsibilities

• Manage and service a portfolio of small to mid-size accounts, primarily focusing on personal lines with some commercial lines exposure.
• Handle A–Z account servicing, including binders, endorsements, certificates of insurance, ID cards, and renewals.
• Quote new and renewal business to provide clients with competitive pricing and appropriate coverage options.
• Maintain strong client relationships by delivering exceptional customer service and responding promptly to inquiries.
• Coordinate with insurance carriers to facilitate policy changes, resolve coverage questions, and ensure accurate documentation.
• Utilize Applied EPIC to maintain client records, process transactions, and manage account workflows.
• Collaborate with team members to ensure efficient account management and client satisfaction.
• Identify coverage gaps and recommend appropriate insurance solutions to meet client needs.

Skills

A–Z account servicing

Client relationship management

Communication

Organization

Independent work

Education

CIC designation

Tools

Applied EPIC

Job description

Job Summary

Seeking a dedicated and experienced Personal Lines CSR/Account Manager to join a well-established, full-service independent insurance agency. This role focuses on managing and servicing a portfolio of small to mid-size accounts, primarily in personal lines, with some commercial lines responsibilities. The ideal candidate will have a strong background in A–Z account servicing, excellent customer service skills, and the ability to manage client relationships effectively.

This is primarily an in-office position, with potential hybrid flexibility based on experience and qualifications.

Job Description

Personal Lines CSR/Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines CSR/Account Manager to join a well-established, full-service independent insurance agency. This role focuses on managing and servicing a portfolio of small to mid-size accounts, primarily in personal lines, with some commercial lines responsibilities. The ideal candidate will have a strong background in A–Z account servicing, excellent customer service skills, and the ability to manage client relationships effectively.

This is primarily an in-office position, with potential hybrid flexibility based on experience and qualifications.

Responsibilities

• Manage and service a portfolio of small to mid-size accounts, primarily focusing on personal lines with some commercial lines exposure.
• Handle A–Z account servicing, including binders, endorsements, certificates of insurance, ID cards, and renewals.
• Quote new and renewal business to provide clients with competitive pricing and appropriate coverage options.
• Maintain strong client relationships by delivering exceptional customer service and responding promptly to inquiries.
• Coordinate with insurance carriers to facilitate policy changes, resolve coverage questions, and ensure accurate documentation.
• Utilize Applied EPIC to maintain client records, process transactions, and manage account workflows.
• Collaborate with team members to ensure efficient account management and client satisfaction.
• Identify coverage gaps and recommend appropriate insurance solutions to meet client needs.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• 3–5+ years of experience in personal lines account management or insurance account servicing.
• Experience managing accounts from start to finish within an independent insurance agency.
• Familiarity with small to mid-size accounts, including condominium-related insurance, is preferred.
• Proficiency in Applied EPIC or similar agency management software.
• CIC (Certified Insurance Counselor) designation preferred.
• Strong knowledge of personal lines insurance products, coverages, and industry practices.
• Excellent organizational, communication, and problem-solving skills.
• Ability to work independently while collaborating effectively with a team.
• Detail-oriented, self-motivated, and committed to delivering high-quality client service.

Compensation Package

• Salary Range: $55,000 – $65,000 for Personal Lines; $65,000 – $75,000 for Commercial Lines, depending on experience and qualifications.
• Benefits: Competitive benefits package.
• Work Arrangement: Primarily in-office, with potential hybrid flexibility.

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.