Small Commercial Lines Account Manager

Jonus Group; San Antonio (TX); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Competitive benefits package

401(k)

Paid time off

Professional development opportunities

Job summary

Jonus Group is seeking a highly motivated Small Business Unit Account Manager in Texas to manage a portfolio of small business accounts with a focus on service, retention, and relationships. The ideal candidate has a Property & Casualty license in Texas, 3–5 years in commercial insurance for small market accounts, and strong skills in client communication, invoicing, and renewals.

Proficiency in Applied EPIC is required.

Qualifications

• Active Texas Property & Casualty license required.
• 3-5 years in commercial insurance for small market accounts.
• Experience managing new business, renewals, invoicing, and client relationships.
• Proficiency in Applied EPIC software.
• Strong workflow and process management skills.
• Excellent time management and organizational abilities.
• Self-discipline and ability to work independently in a remote environment.
• Strong communication and relationship-building abilities.

Responsibilities

• Manage a portfolio of small business accounts with premiums up to $50,000.
• Handle full A-to-Z account management: service, retention, certificates, endorsements, invoicing, and client communication.
• Quote and market/remarket policies with emphasis on renewals.
• Manage agency bill and direct bill responsibilities.
• Maintain strong client relationships and provide exceptional service.
• Handle a high volume of emails and activities with timely responses.
• Collaborate with assistants on certificates, endorsements, and policy updates.

Skills

Relationship building

Time management

Communication

Tools

Applied EPIC

Job description

Small Business Unit Account Manager

Job Summary

Seeking a highly motivated and experienced Small Business Unit Account Manager to join a team. Offers an exciting opportunity to manage small business accounts with a focus on service, retention, and relationship building. The ideal candidate will have a strong background in Property & Casualty insurance, excellent time management skills, and the ability to handle a high volume of activities efficiently.

Compensation Package

• Salary: $60,000 - $70,000 annually


• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of small business accounts with premiums ranging from $0 to $50,000.


• Handle full A-to-Z account management, including service, retention, certificates, endorsements, invoicing, and client communication.


• Quote and market/remarket policies, with a heavier focus on renewals than new business.


• Manage agency bill and direct bill responsibilities.


• Maintain strong relationships with clients and provide exceptional customer service.


• Efficiently handle a high volume of emails and activities, ensuring timely responses and follow-ups.


• Collaborate with assistants on tasks such as certificates, endorsements, and policy updates (e.g., adding/deleting vehicles or locations).

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License in Texas is required.


• Experience:
  
  
  
  • 3-5 years of experience in commercial insurance, specifically with small market accounts.
  
  
  • Proven ability to manage new business, renewals, invoicing, and client relationships.
  
  
  
  


• Technical Skills:
  
  
  
  • Proficiency in Applied EPIC software is required.
  
  
  • Strong workflow and process management skills.
  
  
  
  


• Soft Skills:
  
  
  
  • Excellent time management and organizational skills.
  
  
  • Self-discipline and the ability to work independently in a remote environment.
  
  
  • Strong communication and relationship-building abilities.