Personal Lines Account Manager/CSR

The Jonus Group; Erie (Erie County); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Career development opportunities

Job summary

The Jonus Group is seeking a dedicated Personal Lines CSR / Account Manager to service an existing book of Personal Lines clients and build lasting relationships.

You will handle policy changes, renewals, and client inquiries, working closely with Producers and carriers to ensure accurate coverage and responsive service. Entry-level candidates with a strong interest in insurance are encouraged to apply.

Qualifications

• Prior experience in Personal Lines insurance is preferred.
• License in Property & Casualty preferred, or willingness to obtain one.
• Entry-level candidates with a strong interest in building a career in insurance are encouraged to apply.
• Excellent communication and organizational abilities.
• Detail-oriented with the ability to manage multiple accounts and priorities effectively.
• Strong customer service and relationship-building skills.

Responsibilities

• Manage the day-to-day servicing of an assigned book of Personal Lines clients
• Handle policy changes, endorsements, billing inquiries, and other client service requests
• Oversee policy renewals and proactively communicate with clients regarding coverage updates
• Review existing accounts to identify coverage gaps and opportunities for account rounding
• Assist clients with Home, Auto, Umbrella, and other Personal Lines insurance products
• Liaise with insurance carriers regarding underwriting, policy changes, and coverage questions
• Prepare quotes and assist with remarketing accounts when necessary
• Maintain accurate client and policy information in the agency management system
• Provide responsive and professional customer service to clients
• Build and nurture strong relationships with existing clients
• Collaborate closely with Producers and other team members to ensure client satisfaction

Skills

Customer service

Relationship building

Communication

Organization

Attention to detail

Job description

Job Summary

Seeking a dedicated and professional Personal Lines CSR / Account Manager to join a well-established and growing independent insurance agency. This role involves servicing an existing book of Personal Lines clients while fostering strong, long-term client relationships.

Job Description

Personal Lines CSR / Account Manager

Seeking a dedicated and professional Personal Lines CSR / Account Manager to join a well-established and growing independent insurance agency. This role involves servicing an existing book of Personal Lines clients while fostering strong, long-term client relationships.

Compensation Package

• Competitive salary based on experience and qualifications
• Comprehensive benefits package, including health, dental, and vision insurance
• Opportunities for professional development and career advancement

Responsibilities

• Manage the day-to-day servicing of an assigned book of Personal Lines clients
• Handle policy changes, endorsements, billing inquiries, and other client service requests
• Oversee policy renewals and proactively communicate with clients regarding coverage updates
• Review existing accounts to identify coverage gaps and opportunities for account rounding
• Assist clients with Home, Auto, Umbrella, and other Personal Lines insurance products
• Liaise with insurance carriers regarding underwriting, policy changes, and coverage questions
• Prepare quotes and assist with remarketing accounts when necessary
• Maintain accurate client and policy information in the agency management system
• Provide responsive and professional customer service to clients
• Build and nurture strong relationships with existing clients
• Collaborate closely with Producers and other team members to ensure client satisfaction

Qualifications/Requirements

• Prior experience in Personal Lines insurance is preferred
• Entry-level candidates with a strong interest in building a career in insurance are encouraged to apply
• Property & Casualty license is preferred, or willingness to obtain one
• Strong customer service and relationship-building skills
• Excellent communication and organizational abilities
• Detail-oriented with the ability to manage multiple accounts and priorities effectively
• Experienced Personal Lines Account Managers and CSRs are strongly encouraged to apply