What are the responsibilities and job description for the Personal Lines Account Manager position at The Jonus Group?
Overview
Job Description
We are seeking a talented and dynamic Personal Lines Account Manager to join our team. The ideal candidate will be responsible for building and maintaining strong relationships with clients and providing excellent customer service in the personal lines insurance sector. This role offers the opportunity to work in a collaborative and inclusive environment, and to make a meaningful impact on the success of our clients and our organization.
Responsibilities
Job Description
We are seeking a talented and dynamic Personal Lines Account Manager to join our team. The ideal candidate will be responsible for building and maintaining strong relationships with clients and providing excellent customer service in the personal lines insurance sector. This role offers the opportunity to work in a collaborative and inclusive environment, and to make a meaningful impact on the success of our clients and our organization.
Responsibilities
- Act as the main point of contact for clients, providing personalized service and addressing inquiries and concerns in a timely manner
- Collaborate with clients to assess their insurance needs and recommend appropriate coverage options
- Process policy changes, renewals, and endorsements accurately and efficiently
- Prepare and present insurance proposals and policy reviews to clients
- Work closely with insurance carriers to obtain quotes and negotiate coverage terms
- Stay updated on insurance industry trends and regulations to provide informed guidance to clients
- Proactively identify opportunities for account rounding and up-selling of additional products
- 3 years of experience in personal lines insurance, with a focus on account management
- Strong knowledge of personal lines insurance products and coverage options
- Excellent communication and interpersonal skills, with the ability to build and maintain client relationships
- Proficient in insurance agency management systems and Microsoft Office suite
- Detail-oriented with strong organizational and time management skills
- Property and Casualty insurance license preferred
- Engage with clients via phone, email, and in-person meetings to address their insurance needs
- Collaborate with internal team members to ensure seamless client service and account management
- Research and stay informed on industry trends and changes in insurance regulations
- Leverage agency management systems to maintain accurate client records and policy documentation
- Attend industry events and training sessions to continuously improve personal lines insurance knowledge
