Sr. Personal Insurance Account Manager

The Jonus Group; Woburn (MA); In loco; USD 60.000 - 80.000; Tempo pieno

Descrizione del lavoro

Jonus Group, an established insurance recruitment partner, seeks a personable Personal Insurance Account Manager to manage client relationships in personal lines. You will service policies from new business through renewals, quoting, binding, and collaborating with carriers to secure favorable terms.

The role emphasizes cross-selling opportunities, timely quotes, and exceptional customer service, with a focus on accurate policy issuance and maintaining strong client communications.

Competenze

• Experience with personal lines coverages in an agency or brokerage setting.
• 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 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.

Conoscenze

Customer service

Sales

Organizational skills

Communication

Formazione

Active Property & Casualty license

Strumenti

Carrier rating platforms

Multiple carrier systems

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.

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.