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Remote Personal Insurance Account Manager - Bilingual (Spanish/English)

The Jonus Group
Yakima, WA Remote Full Time
POSTED ON 3/14/2025
AVAILABLE BEFORE 4/11/2025
Job Description

Personal Insurance Account Manager

Job Summary

Ready for a rewarding career? A growing insurance agency is looking for a Personal Insurance Account Manager with the ability to foster strong client relationships, navigate insurance policies, and deliver top-notch service. If you're a dedicated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel.

Responsibilities

  • Provide comprehensive 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 current coverages of existing clients, advising on necessary adjustments or additional coverage.
  • Recommend updates and changes in coverage to ensure clients have high-quality insurance protection.
  • Process policy renewals, ensuring clients are informed about upcoming renewals and options.
  • Remarket policies when necessary to secure the best coverage and pricing for clients.
  • Assist clients with 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, providing assistance and clarification regarding billing questions and issues.
  • Serve as the primary point of contact for both English- and Spanish-speaking clients, ensuring excellent customer service and fostering long-term relationships.
  • Manage a portfolio of client accounts, providing ongoing support, policy renewals, and addressing client inquiries.
  • Collaborate with underwriters, claims adjusters, and other team members to ensure clients’ needs are met.
  • Demonstrate adaptability and a willingness to take on other relevant duties to contribute to the agency's overall success.

Qualifications/Requirements

  • 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.
  • Bilingual fluency in English & Spanish - required.
  • 3 years of relevant insurance industry experience preferred.
  • Previous experience in personal lines insurance and account management.
  • Above average computer skills with the capacity to master essential software programs.

Compensation Package

  • Excellent opportunities for professional growth and advancement.
  • Competitive compensation: Between $37K-$60K (based on experience) commission.
  • Paid time off and company holidays.
  • Comprehensive benefits package, including health, dental, vision, 401(k), and more.
  • Remote work schedule available.

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 : $37,000 - $60,000

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