The Jonus Group
Personal Insurance Account Manager
The Jonus Group, Overland Park, Kansas, United States, 66213
Overview
Personal Insurance Account Manager
to join a dynamic team. In this role, you will be responsible for managing and growing a portfolio of personal insurance clients, ensuring they receive exceptional support and solutions tailored to their needs. You will act as a trusted advisor, building strong relationships while delivering excellent service to uphold client satisfaction and retention. Responsibilities
Build and maintain strong relationships with clients by serving as a reliable point of contact for their personal insurance needs. Assess client insurance requirements and recommend personalized coverage solutions that align with their goals and circumstances. Support new and existing clients by explaining policy options, offering expert guidance, and addressing inquiries or concerns promptly. Manage policy renewals, adjustments, and claims processes, ensuring a seamless experience for clients. Proactively identify opportunities to upsell or cross-sell insurance products and services. Collaborate with internal departments to ensure accurate documentation, timely processing, and compliance with industry regulations. Maintain detailed client files and records in alignment with company policies and confidentiality standards. Stay informed about industry trends, products, and changes in regulations to remain a knowledgeable resource for clients. Contribute to the team’s overall goals by meeting performance metrics and participating in departmental initiatives. Qualifications/Requirements
Proven experience in a client-facing account management role, preferably in personal insurance. Excellent written and verbal communication skills, with the ability to present information clearly and empathetically to clients from diverse backgrounds. Strong organizational and time-management abilities, with keen attention to detail. Problem-solving mindset with the ability to work both independently and collaboratively to address client needs. Working knowledge of personal insurance products and policies is preferred. Proficiency in using CRM systems, insurance software, and Microsoft Office Suite. Holds an active P&C (Property and Casualty) insurance license. 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. Location: Overland Park, KS, United States
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Personal Insurance Account Manager
to join a dynamic team. In this role, you will be responsible for managing and growing a portfolio of personal insurance clients, ensuring they receive exceptional support and solutions tailored to their needs. You will act as a trusted advisor, building strong relationships while delivering excellent service to uphold client satisfaction and retention. Responsibilities
Build and maintain strong relationships with clients by serving as a reliable point of contact for their personal insurance needs. Assess client insurance requirements and recommend personalized coverage solutions that align with their goals and circumstances. Support new and existing clients by explaining policy options, offering expert guidance, and addressing inquiries or concerns promptly. Manage policy renewals, adjustments, and claims processes, ensuring a seamless experience for clients. Proactively identify opportunities to upsell or cross-sell insurance products and services. Collaborate with internal departments to ensure accurate documentation, timely processing, and compliance with industry regulations. Maintain detailed client files and records in alignment with company policies and confidentiality standards. Stay informed about industry trends, products, and changes in regulations to remain a knowledgeable resource for clients. Contribute to the team’s overall goals by meeting performance metrics and participating in departmental initiatives. Qualifications/Requirements
Proven experience in a client-facing account management role, preferably in personal insurance. Excellent written and verbal communication skills, with the ability to present information clearly and empathetically to clients from diverse backgrounds. Strong organizational and time-management abilities, with keen attention to detail. Problem-solving mindset with the ability to work both independently and collaboratively to address client needs. Working knowledge of personal insurance products and policies is preferred. Proficiency in using CRM systems, insurance software, and Microsoft Office Suite. Holds an active P&C (Property and Casualty) insurance license. 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. Location: Overland Park, KS, United States
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