Personal Lines Account Representative

The Jonus Group; Los Angeles (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Jonus Group is seeking a dedicated Personal Lines Account Representative in Los Angeles to manage personal lines accounts and deliver outstanding service. You will handle inquiries, renewals, changes, and new business while ensuring accuracy and compliance.

The role emphasizes multitasking, clear communication, and strong client relations to support retention and satisfaction. A collaborative team environment and ongoing product knowledge are part of the position.

Qualifications

• High school diploma or GED; associate's or bachelor's degree in business, finance, or related field is a plus.
• 1–3 years of experience in insurance, customer service, or account management preferred.
• Strong verbal and written communication, active listening, and interpersonal skills.

Responsibilities

• Build and maintain strong relationships with personal lines clients by addressing inquiries, resolving issues, and providing tailored insurance solutions.
• Manage client accounts, including policy renewals, changes, cancellations, and new business processing.
• Verify the accuracy of client information and documentation to ensure compliance with company policies and regulatory guidelines.
• Identify opportunities to cross-sell or up-sell additional insurance products to meet clients’ needs.
• Collaborate with underwriters, carriers, and team members to resolve coverage or claims-related issues.
• Maintain accurate records of client interactions and account activities using CRM software.
• Stay updated on company products, services, and industry trends to provide informed recommendations.
• Support the Account Manager or other team members with administrative duties as needed to maintain smooth operations.

Skills

Multitasking

Communication

Problem-solving

Customer service

Interpersonal skills

Education

High school diploma or GED

Associate's or Bachelor's in business/finance (plus)

Tools

Microsoft Office Suite

CRM software

Insurance-specific software

Job description

Job Title: Personal Lines Account Representative

Job Summary

A dedicated and detail-oriented Personal Lines Account Representative is needed to join a dynamic team. This role involves providing exceptional customer service, managing personal lines insurance accounts, and supporting client satisfaction and retention efforts. The position requires a professional with strong multitasking, communication, and problem-solving skills.

Responsibilities

• Build and maintain strong relationships with personal lines clients by addressing inquiries, resolving issues, and providing tailored insurance solutions.
• Manage client accounts, including policy renewals, changes, cancellations, and new business processing.
• Verify the accuracy of client information and documentation to ensure compliance with company policies and regulatory guidelines.
• Identify opportunities to cross-sell or up-sell additional insurance products to meet clients’ needs.
• Collaborate with underwriters, carriers, and team members to resolve coverage or claims-related issues.
• Maintain accurate records of client interactions and account activities using customer relationship management (CRM) software.
• Stay updated on company products, services, and industry trends to provide informed recommendations.
• Support the Account Manager or other team members with administrative duties as needed to maintain smooth operations.

Qualifications/Requirements

• High school diploma or GED required; associate's or bachelor's degree in business, finance, or a related field is a plus.
• 1-3 years of experience in insurance, customer service, or account management preferred.
• Proven ability to handle multiple accounts efficiently, prioritize tasks, and meet deadlines.
• Strong verbal and written communication, active listening, and interpersonal skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM software; familiarity with insurance-specific software is a plus.
• Solid understanding of personal lines insurance products and policies.
• Licensed in property and casualty insurance or willingness to obtain licensure within a designated timeframe upon hire.
• Ability to work independently as well as collaboratively in a team-oriented environment.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.