Personal Lines Account Representative

The Jonus Group; Los Angeles (CA); On-site; USD 48,000 - 64,000; Full time

Job summary

The Jonus Group is seeking a dedicated Personal Lines Account Representative to join our Los Angeles-based team. You will provide exceptional customer service, manage personal lines accounts, and support client satisfaction and retention efforts.

You will handle policy renewals, changes, and new business processing, verify client information for compliance, and collaborate with underwriters and carriers to resolve coverage or claims issues. Strong communication and multitasking are essential.

Qualifications

• Proven ability to manage multiple client accounts and meet deadlines.
• Strong verbal and written communication and active listening skills.
• Familiarity with CRM systems and standard insurance processes.

Responsibilities

• Build and maintain relationships with personal lines clients and address inquiries.
• Manage client accounts including renewals, changes, cancellations, and new business processing.
• Verify accuracy of client information to ensure policy compliance.
• Identify opportunities to cross-sell or up-sell insurance products.
• Collaborate with underwriters, carriers, and team members on coverage or claims issues.
• Maintain accurate records of client interactions using CRM software.
• Stay updated on product offerings and industry trends to provide informed recommendations.
• Support Account Manager with administrative duties.

Skills

Customer service

Communication

Multitasking

CRM software

MS Office

Education

High school diploma or GED

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

Tools

CRM software

Insurance software

Microsoft Office Suite

Job description

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.