Personal Lines Account Manager/Executive

The Jonus Group; Rogersville (TN); On-site; USD 60,000 - 100,000; Full time

Job summary

The Jonus Group is seeking a dynamic Personal Lines Client Executive to grow relationships, drive new business, and deliver exceptional client experiences. You will cultivate referral partnerships, manage a robust sales pipeline, and secure new opportunities, supported by a VIP Client Manager Team.

This role emphasizes growth, accountability for client retention, and proactive outreach with realtors, lenders, and community influencers to generate steady, high-quality business.

Qualifications

• Proven track record in sales, business development, or a related field.
• Strong interpersonal and relationship-building skills.
• Ability to work independently and manage multiple priorities.
• Excellent communication and presentation skills.
• Proficiency in using CRM or pipeline management tools.
• Results-oriented mindset with targets focus.
• Licensing or willingness to obtain required certifications.

Responsibilities

• New Business Development: Generate new business by building and nurturing relationships with referral partners.
• Sales Execution: Prepare, present, and close quotes while advising clients on coverage strategies.
• Pipeline Management: Maintain an active and organized sales pipeline using the Pipeline Management tool.
• Client Onboarding: Secure signed applications and required documentation to finalize sales.
• Retention Accountability: Ensure the retention of clients you bring on board, contributing to overall business growth.
• Referral Network Growth: Expand and strengthen your network of referral partners to drive consistent business opportunities.

Skills

Sales experience

Relationship building

CRM proficiency

Communication skills

Education

Bachelor's degree preferred

Tools

CRM software

Pipeline management tools

Job description

Job Summary

Seeking a dynamic and results-driven

Job Description

Personal Lines Client Executive

Job Summary

Seeking a dynamic and results-driven Personal Lines Client Executive to join a team. This role is designed for individuals who thrive on building relationships, driving new business, and delivering exceptional client experiences. As a Client Executive, you will focus on cultivating referral partnerships, managing a robust sales pipeline, and securing new business opportunities. Supported by a dedicated VIP Client Manager Team, you will have the freedom to focus on growth while ensuring clients receive top-tier service.

Compensation Package

• Competitive base salary with performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Professional development opportunities and ongoing training.

Responsibilities

• New Business Development: Generate new business by building and nurturing relationships with referral partners, including realtors, lenders, and community influencers.
• Sales Execution: Prepare, present, and close quotes while advising clients on coverage strategies.
• Pipeline Management: Maintain an active and organized sales pipeline using the Pipeline Management tool.
• Client Onboarding: Secure signed applications and required documentation to finalize sales.
• Retention Accountability: Ensure the retention of clients you bring on board, contributing to overall business growth.
• Referral Network Growth: Expand and strengthen your network of referral partners to drive consistent business opportunities.

Qualifications/Requirements

• Proven track record in sales, business development, or a related field, preferably within the insurance or financial services industry.
• Strong interpersonal and relationship‑building skills.
• Ability to work independently and manage multiple priorities effectively.
• Excellent communication and presentation skills.
• Proficiency in using CRM or pipeline management tools.
• A results‑oriented mindset with a passion for achieving and exceeding targets.
• Relevant licensing or willingness to obtain required certifications.