Personal Lines Senior Client Manager

The Jonus Group; Westmont (IL); On-site; USD 60,000 - 65,000; Full time

Job summary

An established industry player is seeking a Personal Lines Senior Client Manager to oversee a high-volume book of personal lines insurance. This role is pivotal in ensuring exceptional client service, managing renewals and endorsements, and maintaining accuracy in policy administration. The ideal candidate will demonstrate strong communication skills and a client-first mindset while utilizing agency management systems for effective policy processing. Join this dynamic team to make a meaningful impact in the insurance sector and grow your career in a supportive environment.

Qualifications

• 3-7 years of personal lines account management experience required.
• Property & Casualty Insurance License required.

Responsibilities

• Manage a high-volume book of personal lines insurance accounts.
• Build and maintain strong client relationships.

Skills

Client Relationship Management

Communication Skills

Problem-Solving

Attention to Detail

Organizational Skills

Education

Bachelor's Degree

Tools

Applied Epic

Microsoft Office

Job description

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Market Manager, New York & Tri-State (PA/NJ/DE) at The Jonus Group

Job Description

Job Title: Personal Lines Senior Client Manager

Job Summary

The Personal Lines Senior Client Manager is responsible for the day-to-day management of a high-volume book of personal lines insurance business. This role requires a deep understanding of coverage options, carrier guidelines, and client service standards. The ideal candidate will take ownership of client relationships by delivering exceptional service, maintaining accuracy in policy administration, and ensuring timely processing of all tasks related to policy servicing and renewals.

Responsibilities

• Manage a high-volume book of personal lines insurance accounts with minimal oversight
• Handle renewals, endorsements, new business, billing inquiries, service requests, and claims support
• Build and maintain strong client relationships through proactive communication and high-quality service delivery
• Review applications, policies, endorsements, and audits to ensure accuracy and completeness
• Conduct loss/claim analysis and prepare summaries as needed
• Maintain current knowledge of insurance markets, underwriting guidelines, and carrier procedures
• Collaborate with internal teams and department leadership to support renewal efforts and service objectives
• Utilize agency management systems (e.g., Applied Epic) for documentation, task management, and policy processing
  
  

Qualifications/Requirements

• 3–7 years of personal lines account management experience required
• Property & Casualty Insurance License required
• Experience using Applied Epic or similar agency management systems preferred
• Bachelor’s degree or equivalent work experience preferred
• Strong written and verbal communication skills, with the ability to listen actively and problem-solve independently
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Proven ability to prioritize tasks, meet deadlines, and handle sensitive client information with discretion
• High attention to detail, strong organizational skills, and a client-first mindset
• Must be self-motivated, team-oriented, and able to work independently
  
  

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Finance

• Industries

  Banking, Financial Services, and Insurance

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