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Personal Lines Client Manager

The Jonus Group

Job Description

Responsibilities
  • Build, manage, and strengthen relationships with clients by understanding and addressing their personal insurance needs.
  • Provide advisory services and tailored solutions for both high-net-worth and standard personal lines clients.
  • Market, quote, and place personal lines policies, ensuring recommendations align with each client's goals and coverage requirements.
  • Analyze insurance policies, endorsements, and renewals to ensure accuracy, adequate coverage, and compliance with company and industry standards.
  • Act as a trusted advocate for clients during claims, providing support and working with adjusters, underwriters, and providers to ensure timely and satisfactory resolutions.
  • Collaborate with insurance carriers to negotiate pricing, manage renewals, and design package solutions that best fit client needs.
  • Stay up to date with market trends, insurance products, and regulatory requirements to ensure clients are offered the best options and remain well-informed.
  • Proactively identify cross-selling and up-selling opportunities, contributing to team and organizational growth.
  • Assist in mentoring junior staff and fostering a positive, collaborative workplace.
Qualifications
  • Strong knowledge of personal lines insurance policies, underwriting guidelines, and compliance regulations.
  • Exceptional interpersonal and communication skills with the ability to build meaningful client relationships.
  • Detail-oriented with excellent organizational and analytical skills.
  • Proficiency with insurance-related software, CRM tools, and Microsoft Office Suite.
  • Valid 2-20 Insurance License
  • Ability to thrive in a collaborative and fast-paced environment while managing multiple priorities.
Preferred Qualifications:
  • Previous experience as an Account Executive or Account Manager
  • Familiarity with high-net-worth clientele and premium coverage options.
  • Professional insurance designations, such as CIC, CISR, or CPRIA, are highly desirable.

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Vacancy posted 4 days ago
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