Personal Lines Account Manager
The Jonus Group, Woodbury, NY, United States
Personal Lines Account Manager
Seeking a dedicated and detail‑oriented Personal Lines Account Manager to join a team. This role is hybrid, requiring approximately three days per week. The ideal candidate will have experience with EPIC, be familiar with a variety of insurance carriers, and possess a strong understanding of personal lines insurance processes. If you are a proactive professional with excellent multitasking abilities and a commitment to client satisfaction, we encourage you to apply.
Compensation Package
Salary Range: $70,000 - $75,000 per year
Work Arrangement: Hybrid (3 days per week in‑office)
Licensing Support: Assistance provided for obtaining a NY P&C Broker’s License if not already held (must be obtained within 6 months)
Responsibilities
Manage personal lines accounts with a focus on client satisfaction and efficiency.
Process endorsements online with carriers and navigate carrier websites effectively.
Quote and process flood insurance policies.
Complete and submit insurance applications accurately.
Issue auto ID cards, binders, and prepare property Evidences of Insurance for mortgagees.
Assist clients with billing inquiries and process payments with carriers.
Perform quoting in carrier portals and work with wholesalers to prepare affidavits, client applications, and total cost forms.
Provide responsive and efficient follow‑up to client and carrier inquiries.
Qualifications / Requirements
Experience with EPIC insurance software.
Familiarity with the following carriers: Travelers, Foremost, Plymouth Rock, Progressive, Natgen Premiere, Utica, Hanover, and/or Erie.
Knowledge of flood insurance policies and quoting processes.
Proficiency in processing endorsements and navigating carrier websites.
Strong organizational skills with the ability to multitask and manage competing priorities.
Experience working with wholesalers and preparing necessary documentation.
Must hold a NY P&C Broker’s License or be willing to obtain one within 6 months of hire.
Excellent communication and customer service skills.
#J-18808-Ljbffr
Compensation Package
Salary Range: $70,000 - $75,000 per year
Work Arrangement: Hybrid (3 days per week in‑office)
Licensing Support: Assistance provided for obtaining a NY P&C Broker’s License if not already held (must be obtained within 6 months)
Responsibilities
Manage personal lines accounts with a focus on client satisfaction and efficiency.
Process endorsements online with carriers and navigate carrier websites effectively.
Quote and process flood insurance policies.
Complete and submit insurance applications accurately.
Issue auto ID cards, binders, and prepare property Evidences of Insurance for mortgagees.
Assist clients with billing inquiries and process payments with carriers.
Perform quoting in carrier portals and work with wholesalers to prepare affidavits, client applications, and total cost forms.
Provide responsive and efficient follow‑up to client and carrier inquiries.
Qualifications / Requirements
Experience with EPIC insurance software.
Familiarity with the following carriers: Travelers, Foremost, Plymouth Rock, Progressive, Natgen Premiere, Utica, Hanover, and/or Erie.
Knowledge of flood insurance policies and quoting processes.
Proficiency in processing endorsements and navigating carrier websites.
Strong organizational skills with the ability to multitask and manage competing priorities.
Experience working with wholesalers and preparing necessary documentation.
Must hold a NY P&C Broker’s License or be willing to obtain one within 6 months of hire.
Excellent communication and customer service skills.
#J-18808-Ljbffr