Personal Lines and High New Worth Account Manager

The Jonus Group; Orlando (FL); On-site; USD 55,000 - 88,000; Full time

Job summary

A leading insurance agency in Orlando is seeking a Personal Lines Insurance Account Manager. This role focuses on managing high-net-worth client accounts, advising on coverage, and ensuring client satisfaction. Ideal candidates will have an active P&C license and strong communication skills, thriving in a fast-paced environment.

Qualifications

• Must have an active P&C license.
• Must have working knowledge of agency management software.
• Excellent presentation and communication skills required.

Responsibilities

• Handle High-Net-Worth accounts and client presentations.
• Review and recommend coverages for client retention.
• Liaison between clients and insurance carriers.

Skills

Communication

Multi-tasking

Client Relations

Tools

Agency Management Software

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from The Jonus Group

Job Description

Personal Lines Insurance Account Manager

Job Description

Personal Lines Insurance Account Manager

Established agency seeking to add a personal lines account manager to their team.

Responsibilities Include

• Handling High-Net-Worth accounts
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers
• Ability to cross sell and help walk-in/phone- sales questions
• Ability to handle all types of personal insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with Insurance claims
• Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
• Cross sell & round out accounts
  
  

Requirements

• Must have an active P&C license
• Must have working knowledge of agency management software
• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced Insurance environment
• Ability to work within a team environment
• Ability to self-direct the completion of insurance related job duties
  
  

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Finance

• Industries

  Banking, Financial Services, and Insurance

Referrals increase your chances of interviewing at The Jonus Group by 2x

Get notified about new Personal Line Account Manager jobs in Orlando, FL.

Guest Experience Manager Entertainment Seasonal

Hotels & Resorts Line of Business Manager-Recreation

VIP Guest Services Manager, Disney Cruise Line

Senior Vice President, Food and Beverage

Senior Manager National & Strategic Accounts, On Premise East

M&M'S Disney Springs - Guest Experience Supervisor

Orlando, FL $55,000.00-$88,000.00 2 hours ago

Director, Operations - Universal Kids Resort

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.