What are the responsibilities and job description for the Personal Lines Account Manager position at The Jonus Group?
Job Description
Personal Lines Account Manager
Job Summary
Searching for a fulfilling career opportunity in the insurance industry? An established agency is seeking a dedicated Personal Lines Account Manager to join their team. This role is responsible for managing a book of business and providing exceptional service in the personal insurance sector. Primary duties include handling client inquiries, processing policy changes, renewals, and endorsements, as well as identifying cross-selling opportunities to enhance client coverage.
Responsibilities
Personal Lines Account Manager
Job Summary
Searching for a fulfilling career opportunity in the insurance industry? An established agency is seeking a dedicated Personal Lines Account Manager to join their team. This role is responsible for managing a book of business and providing exceptional service in the personal insurance sector. Primary duties include handling client inquiries, processing policy changes, renewals, and endorsements, as well as identifying cross-selling opportunities to enhance client coverage.
Responsibilities
- Provide A-Z servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
- Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
- Gather necessary information to prepare accurate quotes and proposals for clients.
- Provide clients with clear and detailed information about available coverage options.
- Review and assess the current coverages of existing clients.
- Recommend updates and changes in coverage as needed to ensure clients have high-quality insurance protection.
- Process policy renewals, ensuring that clients are informed about upcoming renewals and options.
- Remarket policies when necessary to secure the best coverage and pricing for clients.
- Assist clients in making coverage changes, endorsements, and policy updates.
- Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
- Manage direct-billed payments and billing inquiries on behalf of clients.
- Provide clients with assistance and clarification regarding billing questions and issues.
- Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.
- Knowledge and understanding of various insurance coverages, policies, and terms.
- Excellent written and verbal communication skills.
- The ability to convey complex insurance information in a clear and understandable manner.
- Strong organizational and prioritization skills.
- Proven ability to build and maintain positive client relationships.
- Keen attention to detail when reviewing policies and documents.
- Ability to analyze complex insurance situations and propose effective solutions.
- Holds an active Property and Casualty (P&C) Insurance License.
- Preferred Agency Management System Experience: AMS360
- 3 years of relevant insurance industry experience preferred.
- Above average computer skills with the capacity to master essential software programs.
- Excellent opportunities for professional growth and advancement.
- Competitive compensation: Between $54K-$67.5K (based on experience) bonus opportunities.
- Paid time off and company holidays.
- Comprehensive benefits package, including health, dental, vision, 401(k), and more.
- Hybrid work schedule available after first 90 days in-office.
Salary : $54,000 - $67,500
