Personal Lines Account Manager: Client Relations

The Jonus Group

Denton (TX)

On-site

USD 45,000 - 55,000

Full time

12 days ago

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Benefits offered by this job

Comprehensive benefits package

Job summary

The Jonus Group in Denton, TX is seeking a dedicated Personal Lines Account Manager to join a team focused on maintaining client relationships and delivering exceptional service for personal lines insurance.

The ideal candidate has 3+ years of personal lines experience, a P&C license, and familiarity with AMS 360. You will manage renewals, underwriting memos, data entry, and opportunities for additional lines while collaborating with clients and carriers.

Qualifications

  • Licensed Property & Casualty (P&C) license required.
  • Minimum of 3 years of personal lines insurance experience.
  • Familiarity with AMS 360 software is highly desirable.

Responsibilities

  • Build and maintain strong working relationships with clients, prospects, and insurance carriers through phone, email, and written communication.
  • Provide support to teammates by following up with clients and prospects.
  • Research and resolve coverage-related questions.
  • Respond promptly to client needs via phone or electronic communication.
  • Maintain accurate client files and process routine correspondence using various software programs.
  • Prioritize and process client service requests, ensuring timely submission to insurance carriers.
  • Handle financial transactions on the day they are received.
  • Review and process policy renewals at least 60 days prior to expiration.
  • Manage and process underwriting memos daily.
  • Conduct account remarketing as needed.
  • Perform data entry and other administrative tasks.
  • Submit change requests, cancellation requests, and other transactions electronically or via the internet.
  • Identify and cultivate new opportunities for additional lines of insurance through consultative selling.
  • Foster positive working relationships with clients and team members, maintaining a professional and positive attitude.

Skills

Personal lines insurance
Customer service
Relationship management
Client communication

Tools

AMS 360

Job description

The Jonus Group in Denton, TX is seeking a dedicated Personal Lines Account Manager to join a team focused on maintaining client relationships and delivering exceptional service for personal lines insurance.

The ideal candidate has 3+ years of personal lines experience, a P&C license, and familiarity with AMS 360. You will manage renewals, underwriting memos, data entry, and opportunities for additional lines while collaborating with clients and carriers.

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