What are the responsibilities and job description for the Commercial Lines Account Manager position at The Jonus Group?
Responsibilities
Job Description
This role operates in a professional office environment and requires the use of standard office equipment such as computers, phones, and photocopiers. The position is full-time with hours of operation from Monday through Friday, 8:00am to 5:00pm, with the possibility of evening and weekend work. A personal automobile is required for driving to appointments, with mileage reimbursement provided.
Benefits
Job Description
- Conduct policy reviews, manage endorsements, re-quoting, upselling, and make coverage adjustments to meet client needs.
- Develop and implement strategies to generate and follow up on referrals, converting them into new business opportunities.
- Respond to client inquiries across multiple channels while adhering to agency and carrier standards.
- Efficiently manage workflows using the agency’s management system, ensuring proper documentation and workload organization.
- Assist with processing new policies, including gathering information, preparing quotes, securing signed applications, collecting payments, and submitting details to insurance carriers.
- Provide clients with guidance on claim submissions, clarifying coverage availability and potential policy implications.
- Work with underwriters and clients to resolve any underwriting challenges that arise.
- Stay current on insurance carrier systems, underwriting guidelines, and eligibility criteria.
- Actively participate in staff meetings and track progress toward meeting incentive goals.
- Escalate concerns related to coworkers, carriers, systems, or workflows to the Commercial and Farm Lines Managers as necessary.
- Maintain consistent attendance and obtain and maintain a valid Michigan agent’s license and CISR designation within the required timeframe.
- Engage in ongoing professional development through seminars and training sessions.
- Uphold the agency’s core values of honesty, integrity, professionalism, and dedication to relationship-building and personal growth.
- Perform other tasks as assigned.
- In-depth knowledge of personal lines insurance and commercial/farm products.
- Strong time management and organizational abilities.
- Sharp analytical and problem-solving skills.
- Exceptional communication and customer service capabilities, both verbal and written.
- A high level of ethical conduct and professionalism.
- Collaborative, team-oriented approach with a focus on building lasting client relationships.
This role operates in a professional office environment and requires the use of standard office equipment such as computers, phones, and photocopiers. The position is full-time with hours of operation from Monday through Friday, 8:00am to 5:00pm, with the possibility of evening and weekend work. A personal automobile is required for driving to appointments, with mileage reimbursement provided.
Benefits
- Competitive base salary plus commission
- Opportunities for professional development and career advancement
- Comprehensive training and education
- Flexible scheduling options to promote a healthy work-life balance
- Supportive and collaborative work environment
