Commercial Insurance Account Manager

The Jonus GroupSan Diego, CA
Onsite

About The Position

Seeking a highly skilled and motivated Commercial Lines Account Manager to join a dynamic and growing team. This role is pivotal in managing a diverse portfolio of commercial insurance accounts, ensuring exceptional client service, and maintaining operational excellence. The ideal candidate will bring a strong background in commercial insurance, particularly in construction, and possess a proactive, team-oriented approach to their work.

Requirements

  • Active Property & Casualty (P&C) license is required.
  • Minimum of 5 years of experience in an independent insurance agency, with a strong background in commercial lines and construction accounts.
  • Exceptional attention to detail.
  • High level of customer service orientation.
  • Ability to balance task-oriented work with a strategic, results-driven mindset.
  • Strong communication skills and technical aptitude.
  • Team player with a collaborative approach to work.

Nice To Haves

  • Proficiency in EPIC software is highly preferred.

Responsibilities

  • Manage a portfolio of commercial insurance accounts, ranging from small to large (average size: $50,000 - $200,000).
  • Handle daily tasks such as creating summaries, supplemental applications, auto ID cards, change requests, claim reporting and follow-up, loss runs, MVRs, and notice of cancellation follow-ups.
  • Utilize EPIC software to manage accounts and ensure seamless operations.
  • Provide exceptional customer service and maintain strong client relationships.
  • Collaborate with team members to achieve departmental goals and contribute to a positive work environment.
  • Stay updated on industry trends and pursue continuing education as required.

Benefits

  • Comprehensive benefits package provided.
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