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Personal Lines Account Manager

The Jonus Group
Costa Mesa, CA Full Time
POSTED ON 3/29/2025 CLOSED ON 4/27/2025

What are the responsibilities and job description for the Personal Lines Account Manager position at The Jonus Group?

Job Description

Job Summary

We are seeking a dedicated Personal Lines Account Manager to join our team. In this role, you will be responsible for managing a portfolio of personal insurance accounts and providing exceptional customer service to clients.

Responsibilities

  • Oversee a portfolio of personal insurance accounts, including processing new policies, renewals, and endorsements
  • Build and maintain strong relationships with clients to understand their insurance needs and provide suitable coverage options
  • Collaborate with insurance carriers to obtain quotes and bind coverage for clients
  • Advise clients on policy coverage, terms, and conditions, and provide assistance with claims processes
  • Stay updated on industry trends, insurance products, and regulations to provide informed advice to clients
  • Address client inquiries and concerns in a timely and professional manner
  • Collaborate with internal teams to ensure accurate and efficient processing of policies and renewals
  • Maintain accurate client records and documentation in compliance with company standards and regulatory requirements

Qualifications/Requirements

  • Proven experience as an Account Manager or similar role in the insurance industry
  • In-depth knowledge of personal insurance products, coverage options, and underwriting guidelines
  • Strong customer service and relationship management skills
  • Excellent communication and negotiation abilities
  • Proficiency in insurance agency management systems (e.g., AMS360, Applied Epic)
  • Detail-oriented and organized, with the ability to prioritize and manage multiple tasks effectively
  • Active Property & Casualty insurance license required
  • Previous E&S experience is required
  • Previous experience with non-admitted carriers required
  • Previous experience with California Fair Plan required

Compensation Package

  • Compensation: Between $75k-$90k (based on experience).
  • Competitive benefits package, paid time off, professional development opportunities, etc.

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.

Salary : $75,000 - $90,000

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