Personal Lines Account Manager

The Jonus Group; San Antonio (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive benefits package

401(k)

Paid time off

Professional development opportunities

Job summary

The Jonus Group is seeking a seasoned Personal Lines Account Manager in Texas to sustain and grow a robust book of business. You will deliver exceptional client service, handle quoting for new and renewal business, and mentor peers in a collaborative, client-focused environment.

Your experience in personal lines, a Texas P&C license, and proficiency with Sagitta, Vertafore, and ImageRight will help you navigate a dynamic market and contribute to a positive office culture.

Qualifications

• Active Texas Property & Casualty (P&C) license required.
• Minimum of 2 years of experience in personal lines insurance with knowledge of Texas market carriers.
• Experience with farm and ranch insurance is a plus.

Responsibilities

• Manage a book of business valued at $2M–$2.5M, ~600 policies.
• Handle all account-management tasks from A–Z, including quotes for new and renewal business.
• Provide exceptional client service by addressing inquiries, processing ID cards, and ensuring timely renewals.

Skills

Strong communication

Self-motivation

Independent work

Mentoring

Education

High school diploma or equivalent

Insurance certifications or training (plus)

Tools

Sagitta

Vertafore

ImageRight

Job description

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. This role is pivotal in managing a robust book of business, providing exceptional service to clients, and contributing to the overall success of the organization. The ideal candidate will have a strong background in personal lines insurance, a self-starter attitude, and the ability to thrive in a collaborative and client-focused environment.

Compensation Package

• Salary Range: $55,000 to $85,000 annually (up to $90,000 for highly qualified candidates).
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business valued at $2M–$2.5M, consisting of approximately 600 policies.
• Handle all aspects of account management from A-Z, including quoting new and renewal business.
• Provide exceptional customer service by addressing client inquiries, processing ID cards, and ensuring timely policy renewals.
• Collaborate with team members and act as a mentor to less experienced colleagues.
• Utilize technology platforms such as Sagitta, Vertafore, and ImageRight to manage accounts efficiently.
• Maintain a strong understanding of the Texas insurance market and carriers.
• Participate in team activities and contribute to a positive office culture.

Qualifications / Requirements

• Licenses: Active Texas Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years of experience in personal lines insurance, with knowledge of Texas market carriers. Experience with farm and ranch insurance is a plus.
• Technical Skills: Proficiency in insurance software such as Sagitta, Vertafore, and ImageRight.
• Soft Skills: Strong communication skills, self-motivation, and the ability to work independently with minimal supervision. A team-oriented mindset and willingness to mentor others are highly valued.
• Education: High school diploma or equivalent required; additional certifications or training in insurance are a plus.