Personal/Commercial Lines Account Manager
The Jonus Group, Sanford, NC, United States
Personal/Commercial Lines Account Manager
Job Summary: Seeking a dedicated and detail-oriented Personal/Commercial Lines Account Manager to join a team. This role primarily handles personal lines with some commercial lines. The ideal candidate will have a strong background in insurance account management, with experience in personal lines and a willingness to learn and grow in commercial lines. You will play a key role in servicing clients, managing policies, and ensuring a seamless customer experience.
Compensation Package:
Salary Range: $40,000 - $60,000 (commensurate with experience)
Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.
Work Environment: Fully onsite position
Responsibilities
Manage a book of business consisting of 600+ policies with $1.38M in premium
Handle a mix of personal lines (home, auto) and small commercial packages (BOPs, general liability)
Provide exceptional customer service, including processing endorsements, change requests, and Certificates of Insurance (COIs)
Quote new and renewal business, ensuring accuracy and timeliness
Run reports and maintain accurate records in Applied TAM software
Assist walk-in clients and address their insurance needs
Collaborate with the team to ensure smooth transitions and effective client management
Qualifications/Requirements
Licenses/Certifications: Active Property & Casualty (P&C) license required
Experience:
Minimum of 1-5 years of experience in insurance account management
Preferred: 3-5 years of experience, with exposure to both personal and commercial lines
Technical Skills: Proficiency in Applied TAM software is preferred
Soft Skills:
Strong customer service orientation
Excellent communication and interpersonal skills
Detail-oriented with strong organizational abilities
Willingness to learn and adapt to new challenges
Team player with a collaborative mindset
#J-18808-Ljbffr
Compensation Package:
Salary Range: $40,000 - $60,000 (commensurate with experience)
Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.
Work Environment: Fully onsite position
Responsibilities
Manage a book of business consisting of 600+ policies with $1.38M in premium
Handle a mix of personal lines (home, auto) and small commercial packages (BOPs, general liability)
Provide exceptional customer service, including processing endorsements, change requests, and Certificates of Insurance (COIs)
Quote new and renewal business, ensuring accuracy and timeliness
Run reports and maintain accurate records in Applied TAM software
Assist walk-in clients and address their insurance needs
Collaborate with the team to ensure smooth transitions and effective client management
Qualifications/Requirements
Licenses/Certifications: Active Property & Casualty (P&C) license required
Experience:
Minimum of 1-5 years of experience in insurance account management
Preferred: 3-5 years of experience, with exposure to both personal and commercial lines
Technical Skills: Proficiency in Applied TAM software is preferred
Soft Skills:
Strong customer service orientation
Excellent communication and interpersonal skills
Detail-oriented with strong organizational abilities
Willingness to learn and adapt to new challenges
Team player with a collaborative mindset
#J-18808-Ljbffr