Personal Lines Account Manager

The Jonus Group; Placerville (CA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

401(k)

Paid time off

Professional development opportunities

Job summary

The Jonus Group in Placerville, CA seeks a Personal Lines Account Manager to manage a $2.5 million premium book of business, focusing on home, auto, umbrella, and fire insurance. If you are customer-service oriented and reliable, this is a great fit for a laid-back yet professional team.

Responsibilities include renewals, endorsements, COIs, cross-selling, and assisting with new business quotes, with a strong emphasis on renewals. Licensing and Epic knowledge are preferred for success.

Qualifications

• Active Property & Casualty (P&C) license required.
• Minimum of 2 years in an independent brokerage setting.
• Epic software proficiency preferred.

Responsibilities

• Provide exceptional customer service to clients with professionalism and efficiency.
• Manage renewals, endorsements, COIs, and cross-selling opportunities.
• Handle a book of business with standard market accounts and some high-net-worth clients.
• Collaborate with the team to ensure seamless service delivery and client satisfaction.
• Assist with quoting new and renewal business, focusing on renewals.
• Proactively identify opportunities to bring in new business.

Skills

Customer service oriented

Reliability and dependability

Team collaboration

Communication skills

Detail oriented

Tools

Epic 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 join a team. You will manage a $2.5 million premium book of business, primarily focusing on personal lines such as home, auto, umbrella, and fire insurance. If you are customer service-oriented, reliable, and thrive in a laid-back yet professional environment, we encourage you to apply.

Compensation Package

• Salary Range: $70,000 - $85,000 annually (based on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional customer service to clients, ensuring their needs are met with professionalism and efficiency.
• Manage renewals, endorsements, certificates of insurance (COIs), and cross-selling opportunities.
• Handle a book of business consisting of standard market accounts, with some high-net-worth clients.
• Collaborate with the team to ensure seamless service delivery and client satisfaction.
• Assist with quoting new and renewal business, with a primary focus on renewals.
• Proactively identify opportunities to bring in new business.

Qualifications/Requirements

• Licensing: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years in an independent brokerage setting.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
• Strong customer service orientation with a warm and personable demeanor.
• Reliable and dependable with excellent organizational skills.
• Ability to work collaboratively in a team-oriented environment.
• Strong communication skills and attention to detail.
• A proactive approach to problem‑solving and client engagement.