Personal Lines Account Manager
Jonus Group, Walnut Creek, CA, United States
Personal Lines Account Manager
Job Summary
Seeking a highly motivated and experienced
Personal Lines Account Manager
to join a dynamic team. This role involves managing a mid-market book of business, focusing on standard personal lines such as Home, Auto, and Umbrella insurance. The ideal candidate will have a strong background in brokerage, excellent communication skills, and a passion for delivering exceptional client service. This position offers the flexibility to work either remotely or in a hybrid capacity.
Compensation Package
Salary Range:
$80,000 - $90,000 annually
Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
Manage a $4 million premium book of business, focusing on mid-market accounts.
Service clients by handling renewals, rounding accounts, and cross-selling opportunities.
Collaborate with the back-office team for Certificates of Insurance (COI) and policy changes.
Quote new and renewal business, with a primary focus on renewals.
Build and maintain strong relationships with clients and carriers, including Safeco, Travelers, and Mercury.
Ensure timely and effective communication with clients and team members.
Qualifications/Requirements
Licenses/Certifications:
Active Property & Casualty (P&C) license required.
Experience:
Minimum of 3 years in a brokerage environment, specializing in personal lines.
Technical Skills:
Proficiency in Epic software is required.
Soft Skills:
Strong interpersonal skills, team-oriented mindset, excellent communication, and the ability to meet deadlines.
Work Environment:
Hybrid or fully remote options available. Candidates must be based in Northern California.
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Personal Lines Account Manager
to join a dynamic team. This role involves managing a mid-market book of business, focusing on standard personal lines such as Home, Auto, and Umbrella insurance. The ideal candidate will have a strong background in brokerage, excellent communication skills, and a passion for delivering exceptional client service. This position offers the flexibility to work either remotely or in a hybrid capacity.
Compensation Package
Salary Range:
$80,000 - $90,000 annually
Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
Manage a $4 million premium book of business, focusing on mid-market accounts.
Service clients by handling renewals, rounding accounts, and cross-selling opportunities.
Collaborate with the back-office team for Certificates of Insurance (COI) and policy changes.
Quote new and renewal business, with a primary focus on renewals.
Build and maintain strong relationships with clients and carriers, including Safeco, Travelers, and Mercury.
Ensure timely and effective communication with clients and team members.
Qualifications/Requirements
Licenses/Certifications:
Active Property & Casualty (P&C) license required.
Experience:
Minimum of 3 years in a brokerage environment, specializing in personal lines.
Technical Skills:
Proficiency in Epic software is required.
Soft Skills:
Strong interpersonal skills, team-oriented mindset, excellent communication, and the ability to meet deadlines.
Work Environment:
Hybrid or fully remote options available. Candidates must be based in Northern California.
#J-18808-Ljbffr