Personal Lines Account Manager

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

Job summary

Jonus Group is seeking a Personal Lines Account Manager in Placerville, CA to manage a $2.5 million premium book focusing on home, auto, umbrella, and fire insurance. You will deliver exceptional service and maintain client relationships in a professional, relaxed environment.

Responsibilities include handling renewals, endorsements, COIs, cross-selling, and assisting with quoting renewals, with opportunities to grow new business.

Qualifications

• Active Property & Casualty license required.
• Minimum of 2 years in an independent brokerage setting.
• Experience with renewals, COIs, and cross-selling is a plus.

Responsibilities

• Provide exceptional customer service to clients with professionalism and efficiency.
• Manage renewals, endorsements, COIs, and cross-selling opportunities.
• Handle a book of business including standard and some high-net-worth accounts.
• 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

Team collaboration

Attention to detail

Strong communication

Tools

Epic software

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.

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