Personal Lines Account Manager

Jonus Group; San Antonio (TX); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits

401(k)

Paid time off

Professional development

Job summary

Jonus Group seeks a dedicated Personal Lines Account Manager to join our growing Texas team. You will manage a sizeable book, deliver exceptional client service, and contribute to a client-focused culture.

The ideal candidate holds an active Texas P&C license, at least two years in personal lines (farm & ranch a plus), and proficiency with Sagitta, Vertafore and ImageRight. You will quote, renew, mentor colleagues, and deepen your knowledge of the Texas market.

Qualifications

• Active Texas Property & Casualty license is required.
• Minimum of 2 years of personal lines insurance experience.
• Knowledge of Texas market carriers; farm & ranch experience is a plus.
• Proficiency with Sagitta, Vertafore, and ImageRight.

Responsibilities

• Manage a book valued at $2M–$2.5M, ~600 policies.
• Handle all account management from quotes to renewals.
• Provide exceptional client service: respond to inquiries, process ID cards, renewals.
• Collaborate with team and mentor less experienced colleagues.
• Utilize Sagitta, Vertafore, and ImageRight to manage accounts.
• Maintain strong knowledge of the Texas market and carriers.
• Participate in team activities and contribute to office culture.

Skills

Strong communication

Self-motivation

Independent work

Mentoring others

Education

High school diploma or equivalent

Tools

Sagitta

Vertafore

ImageRight

Job description

Personal Lines Account Manager

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.

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