Personal Lines Account Manager

The Jonus Group; Royersford (Montgomery County); On-site; USD 40,000 - 70,000; Full time

Job summary

An established agency is seeking a detail-oriented Personal Insurance Customer Service Representative to join their team in Royersford, PA. The ideal candidate will possess a strong understanding of personal lines insurance, including home and auto coverage, and have experience in a client-facing role. This full-time position offers the opportunity to work independently and collaboratively to support sales and drive agency revenue. If you're ready to apply your problem-solving skills and insurance knowledge in a dynamic environment, this role could be the perfect fit for you.

Qualifications

• Detail-oriented with knowledge of home, auto, and umbrella insurance.
• Experience in a client-facing role, building relationships.

Responsibilities

• Handle new and renewal business for personal insurance.
• Review insurance contracts and prepare necessary documentation.

Skills

Personal lines insurance coverage

Client relationship management

Problem-solving techniques

Insurance contract review

New and renewal business handling

Education

High school diploma

P&C license

Job description

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Market Manager, New York & Tri-State (PA/NJ/DE) at The Jonus Group

Job Description

Personal Insurance Customer Service Representative

Job Location: Royersford, PA / Collegeville, PA

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of personal lines insurance coverage.

The Ideal Candidate Will Have The Following Qualifications:

• Experience working with home, auto, and umbrella coverage.
• Prior experience in a client-facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem-solving techniques to issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.
• Prefer prior experience with Erie Insurance.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales, Business Development, and Finance

Industries

• Banking, Financial Services, and Insurance

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