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Personal Lines Account Manager

The Jonus Group, Hood River, OR, United States


Job Summary Seeking a dedicated and experienced Personal Lines Account Manager to join a close-knit and hardworking team. This role is integral to the organization, as you will be responsible for managing personal lines accounts, including home, auto, renters, non-standard auto, and umbrella policies. If you are passionate about providing exceptional customer service and have a background in the insurance industry, encourage you to apply.

Compensation Package

Salary Range: $40,000 - $60,000 annually, based on experience.

Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

Quoting new and renewal policies.

Explaining coverage options to clients in a clear and professional manner.

Cross-selling additional products and services when appropriate.

Managing and processing policy renewals.

Collecting and updating renewal information.

Assisting clients with billing and claims inquiries.

Maintaining and servicing a book of personal lines accounts, with a mix of standard and high-net-worth clients.

Utilizing AMS360 software for account management and documentation.

Qualifications/Requirements

Licenses/Certifications: Active Property & Casualty (P&C) license in Oregon is required.

Experience: Minimum of 1-2 years of experience in the insurance industry (3+ years preferred).

Familiarity with personal lines accounts, including home, auto, renters, and umbrella policies.

Technical Skills: Proficiency in AMS360 software is preferred.

Soft Skills: Strong communication and interpersonal skills.

Ability to manage multiple tasks and prioritize effectively.

Attention to detail and accuracy in handling client accounts.

Team-oriented mindset with a collaborative approach.

Problem-solving skills and a proactive attitude.

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