Sr. Personal Insurance Account Manager

The Jonus Group; Woburn (MA); In loco; USD 65.000 - 95.000; Tempo pieno

Descrizione del lavoro

The Jonus Group is seeking an outgoing Personal Insurance Account Manager in Massachusetts to provide timely quotes, deliver exceptional customer service, and manage client relationships from new business through renewals.

The ideal candidate will have experience with personal lines in an agency or brokerage, a Property & Casualty license, and strong sales and organizational skills to navigate multiple carriers and rating platforms.

Competenze

• Experience with personal lines in an agency or brokerage setting.
• Proven customer service and sales skills.
• Strong organizational skills and ability to self-direct daily responsibilities.
• Proficiency with multiple carrier systems and rating platforms.
• Active Property & Casualty license required.

Mansioni

• Manage day-to-day service and overall account management for personal lines clients.
• Quote, bind, and issue new and renewal policies accurately and efficiently.
• Negotiate with carrier underwriters to secure competitive rates and coverage.
• Identify cross-sell opportunities and round out accounts.
• Maintain strong client relationships through professional communication and coordination with carriers.

Conoscenze

Customer service

Sales skills

Organizational skills

Communication

Cross-selling

Formazione

Active Property & Casualty license

Strumenti

Carrier rating systems

Agency management software

Descrizione del lavoro

Job Summary

An established insurance agency is seeking an outgoing and personable Personal Insurance Account Manager to provide timely quotes, identify cross-selling opportunities, and deliver exceptional customer service to personal lines clients. This individual will be responsible for managing all aspects of client relationships, from new business through renewals.

Job Description

Sr. Personal Insurance Account Manager

Job Summary

An established insurance agency is seeking an outgoing and personable Personal Insurance Account Manager to provide timely quotes, identify cross-selling opportunities, and deliver exceptional customer service to personal lines clients. This individual will be responsible for managing all aspects of client relationships, from new business through renewals.

Responsibilities

• Manage day-to-day service and overall account management for personal lines clients.
• Quote, bind, and issue new and renewal policies accurately and efficiently.
• Negotiate with carrier underwriters to secure the most competitive rates and coverage.
• Identify opportunities to cross-sell and round out accounts.
• Maintain and strengthen client relationships through consistent, professional communication.
• Collaborate with multiple carriers and utilize various rating systems to support client needs.

Qualifications/Requirements

• Previous experience working with personal lines coverages in an agency or brokerage setting.
• Proven customer service and sales skills.
• Strong organizational skills with the ability to self-direct daily responsibilities.
• Proficient in working with multiple carrier systems and rating platforms.
• Active Property & Casualty license required.

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.