Personal/Commercial Lines Account Manager
The Jonus Group•Sanford, NC
1d•$40,000 - $60,000•Onsite
About The Position
Seeking a dedicated and detail-oriented Personal/Commercial Lines Account Manager to join a team. This role is 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.
Requirements
- Active Property & Casualty (P&C) license required
- Minimum of 1-5 years of experience in insurance account management
- Proficiency in Applied TAM software is preferred
- 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
Nice To Haves
- 3-5 years of experience, with exposure to both personal and commercial lines
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
Benefits
- Competitive benefits package
- paid time off
- professional development opportunities, etc.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
