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Personal Lines Account Manager

$45k - $55k

The Jonus Group

Job Description

Personal Lines Account Manager
Job Summary

Seeking a dedicated and professional Personal Lines Account Manager to join a team. This role is integral to maintaining and enhancing client relationships, ensuring seamless communication with insurance carriers, and delivering exceptional service. The ideal candidate will possess a strong background in personal lines insurance, a proactive attitude, and a commitment to excellence.
Compensation Package
  • Salary Range : $45,000 - $55,000 annually
  • Benefits : Comprehensive benefits package available
Responsibilities
  • Build and maintain strong working relationships with clients, prospects, and insurance carriers through phone, email, and written communication.
  • Provide support to teammates by following up with clients and prospects.
  • Research and resolve coverage-related questions.
  • Respond promptly to client needs via phone or electronic communication.
  • Maintain accurate client files and process routine correspondence using various software programs.
  • Prioritize and process client service requests, ensuring timely submission to insurance carriers.
  • Handle financial transactions on the day they are received.
  • Review and process policy renewals at least 60 days prior to expiration.
  • Manage and process underwriting memos daily.
  • Conduct account remarketing as needed.
  • Perform data entry and other administrative tasks.
  • Submit change requests, cancellation requests, and other transactions electronically or via the internet.
  • Identify and cultivate new opportunities for additional lines of insurance through consultative selling.
  • Foster positive working relationships with clients and team members, maintaining a professional and positive attitude.
Qualifications/Requirements
  • Licenses/Designations : Property & Casualty (P&C) license required.
  • Experience : Minimum of 3 years of experience in personal lines insurance preferred.
  • Software Proficiency : Familiarity with AMS 360 is highly desirable.
  • Soft Skills :
    • Professional demeanor
    • Accountability and reliability
    • Strong teamwork and collaboration skills

#LI-BC2
Vacancy posted 1 day ago
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