Jonus Group
Job Summary
Seeking a highly skilled and experienced
Personal Lines Senior Client Manager
to join a team. The ideal candidate will have a strong background in Personal Property & Casualty insurance, with a proven ability to manage client relationships, evaluate exposures, and provide exceptional service. This role requires a hands-on approach to customer service, a deep understanding of insurance coverages, and the ability to work effectively in a fast-paced, team-oriented environment. Compensation Package
Salary : $75,000 annually Benefits : Comprehensive benefits package, including 401(k) Responsibilities
Primary Responsibilities:
Evaluate exposures and renewal quotes Review upcoming renewals and determine which accounts warrant remarketing Make coverage recommendations to clients Utilize comparative rater tools to obtain quotes Handle agency billing transactions (where applicable) Obtain signed binding documents and notify carriers Review binding documents for accuracy Conduct contract reviews Round out accounts and promote additional services Other Responsibilities:
Maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance Organize and manage documents in EPIC Initiate endorsements, proofs of insurance, and invoices Leverage templates and system-generated letters for client and carrier communications Create and assign activities in EPIC Pull relevant documents such as MVR, CLUES, Risk Meters, and RCE as needed Qualifications/Requirements
Work Experience:
Minimum of 3+ years of experience in Personal Property & Casualty insurance with a comprehensive understanding of insurance coverages Professional Licenses/Certifications:
State Property & Casualty insurance license is required Essential Skills/Competencies:
Proficiency in Microsoft Excel (including formulas, charts, and tables), Word, and other MS Office products Ability to quickly learn and adapt to new technology platforms Proficiency in agency management systems and carrier sites (EPIC preferred) Strong interpersonal skills with a hands-on approach to customer service Ability to work effectively in a team environment and build trust with peers Deep understanding of client requirements, competitive markets, and industry trends High attention to detail, organizational skills, and the ability to work in a fast-paced environment Strong problem-solving and critical-thinking skills to resolve complex situations Education:
High School Diploma or equivalent
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Seeking a highly skilled and experienced
Personal Lines Senior Client Manager
to join a team. The ideal candidate will have a strong background in Personal Property & Casualty insurance, with a proven ability to manage client relationships, evaluate exposures, and provide exceptional service. This role requires a hands-on approach to customer service, a deep understanding of insurance coverages, and the ability to work effectively in a fast-paced, team-oriented environment. Compensation Package
Salary : $75,000 annually Benefits : Comprehensive benefits package, including 401(k) Responsibilities
Primary Responsibilities:
Evaluate exposures and renewal quotes Review upcoming renewals and determine which accounts warrant remarketing Make coverage recommendations to clients Utilize comparative rater tools to obtain quotes Handle agency billing transactions (where applicable) Obtain signed binding documents and notify carriers Review binding documents for accuracy Conduct contract reviews Round out accounts and promote additional services Other Responsibilities:
Maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance Organize and manage documents in EPIC Initiate endorsements, proofs of insurance, and invoices Leverage templates and system-generated letters for client and carrier communications Create and assign activities in EPIC Pull relevant documents such as MVR, CLUES, Risk Meters, and RCE as needed Qualifications/Requirements
Work Experience:
Minimum of 3+ years of experience in Personal Property & Casualty insurance with a comprehensive understanding of insurance coverages Professional Licenses/Certifications:
State Property & Casualty insurance license is required Essential Skills/Competencies:
Proficiency in Microsoft Excel (including formulas, charts, and tables), Word, and other MS Office products Ability to quickly learn and adapt to new technology platforms Proficiency in agency management systems and carrier sites (EPIC preferred) Strong interpersonal skills with a hands-on approach to customer service Ability to work effectively in a team environment and build trust with peers Deep understanding of client requirements, competitive markets, and industry trends High attention to detail, organizational skills, and the ability to work in a fast-paced environment Strong problem-solving and critical-thinking skills to resolve complex situations Education:
High School Diploma or equivalent
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