Personal Lines Account Manager

The Jonus Group

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profile Job Location:

Tuscaloosa, AL - USA

profile Monthly Salary: $ 45000 - 60000
Posted on: 5 hours ago
Vacancies: 1 Vacancy

Job Summary

Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and dynamic Personal Lines Account Manager to join a growing team. This role is integral to managing the complete service cycle for personal insurance clients including new business renewals and mid-term changes. The ideal candidate will have a strong understanding of personal insurance products excellent organizational skills and a commitment to delivering exceptional customer service.

Compensation Package

  • Salary Range: $45000 - $60000 (depending on experience)
  • Competitive benefits package 401(k) paid time off professional development opportunities etc.

Responsibilities

  • Manage personal lines accounts throughout the entire policy lifecycle including new business renewals and mid-term changes.
  • Provide exceptional service to existing clients while supporting growth through inside/outside referrals.
  • Assist with coverage placement risk evaluation and recommending updates based on client needs.
  • Prepare and process policy documents including binders ID cards EOPs and insurance summaries.
  • Handle client billing needs including invoice processing reconciliation and follow-up on outstanding items.
  • Answer incoming calls greet walk-ins and provide general support in a client-facing capacity.
  • Participate in client and carrier meetings as needed.

Qualifications/Requirements

  • Required:
    • Active Property & Casualty Insurance License.
    • Extensive knowledge of personal insurance products (home auto umbrella collections etc.).
    • Strong organizational and time management abilities.
    • Excellent customer service written and verbal communication skills.
    • Proficiency with Microsoft Office Suite (Word Excel Outlook).
  • Preferred:
    • 3 years of experience with personal lines insurance.
    • Familiarity with agency workflows and management systems (e.g. Applied Epic).
    • Understanding of agency workflows and procedures.

Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.

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Required Experience:

Manager

Job DescriptionPersonal Lines Account ManagerJob SummarySeeking a dedicated and dynamic Personal Lines Account Manager to join a growing team. This role is integral to managing the complete service cycle for personal insurance clients including new business renewals and mid-term changes. The ideal c...
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