Personal Lines Account & Service Specialist

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

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.