Personal Lines Account Manager

Johnson, Kendall & Johnson, Inc. (JKJ) is a privately owned independent insurance brokerage and risk management firm located in Newtown, PA. With a rich history of over 65 years, we are dedicated to delivering tailored insurance solutions and risk management services to our clients. Our commitment to excellence and innovation has earned us a reputation for reliability and trustworthiness in the industry.

At JKJ, we are more than just an insurance brokerage. We are a team of passionate professionals committed to delivering exceptional service to our clients and making a positive impact in our community. We believe that our employees are the key to our success, and we are always on the lookout for talented individuals who share our values and our vision for the future.

Job Title: Personal Lines Account Manager

Duties/Responsibilities

• Build strong rapport with clients to maintain a book of business of approximately 450 policyholders and approximately 1,300 policies in force
• Communicate with clients by phone, video conference, email and face-to-face interactions to ensure their needs are understood and addressed
• Assist clients with claims, billing questions, policy changes, and payment options
• Make coverage recommendations based on clients’ needs
• Work with producers to quote & issue new insurance policies for prospective clients in a timely manner
• Identify, create, and respond to cross-sell opportunities with existing clients
• Remarket existing clients with alternative insurance providers as needed
• Maintain thorough documentation of client interactions and set internal reminders to ensure client needs are being addressed in a timely manner
• Maintain up to date knowledge of carrier appetites and capabilities to best serve clients
  
  

Qualifications

• At least 5 years of personal lines insurance customer service preferred (applicants with a minimum of 3 years of experience will still be considered).
• Experience managing insurance policies from multiple insurance carriers
• Experience utilizing an Agency Management System to service personal insurance clients
• Experience with Applied EPIC is preferred
• Experience utilizing a comparative rating platform to procure new business quotes
• Experience with EzLynx is preferred
• Specific Knowledge/Skills/Abilities:
• Professional communication with customers, co-workers, insurance carriers, and other contacts
• Proficient skills in Microsoft Office products such as Word, PowerPoint, and Excel
• Strong attention to detail
• Strong verbal and written communication skills
• Strong work ethic and positive attitude
• Ability to resolve practical problems as they arise in a timely manner
• Strong ethical behavior
  
  

Certifications/Licenses

• Current Property & Casualty Insurance license in state of residence
• Certified Insurance Service Representative (“CISR”) designation offered by the Risk & Insurance Education Alliance preferred
  
  

Why join us?

• Comprehensive benefits package
• Wellness program
• Hybrid work arrangement
• Paid Time Off
• Retirement benefits including 401k and Employee Stock Ownership Plan (ESOP)
  
  

For more information about JKJ, please visit our website at: https://jkj.com.

JKJ supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.