Commercial Insurance Account Manager

The Jonus Group•Salt Lake City, UT

6d•Onsite

About The Position

Seeking a dedicated and experienced Account Manager to join a team. This full-time position is an integral part of our Property & Casualty (P&C) department, where you will manage client insurance portfolios, serve as the primary point of contact for service and renewals, and identify opportunities for cross-selling. The ideal candidate will possess strong communication and organizational skills, a deep understanding of P&C insurance, and a commitment to delivering exceptional client service.

Requirements

Active Property & Casualty Insurance License for the resident state is required.
High school diploma required.
Proficiency in Microsoft Office (Word, Excel).
Strong communication, organizational, and problem-solving skills.
Ability to build and maintain client relationships, attention to detail, and a proactive approach to identifying client needs.

Nice To Haves

2–5 years of experience in an insurance agency or brokerage setting is preferred.
A Bachelor's degree is preferred, particularly for commercial lines.
Experience with specialized agency management software (e.g., Saggitta or Vertafore).
Currently pursuing or holding a professional insurance designation such as CPCU, CIC, CRM, or ARM is a plus.

Responsibilities

Process policy changes, endorsements, and billing inquiries efficiently and accurately.
Proactively review client accounts prior to policy expiration, recommend coverage adjustments, and negotiate terms with carriers.
Serve as the primary liaison between clients and underwriters, providing prompt and accurate responses to coverage or rate inquiries.
Identify gaps in coverage and cross-sell additional P&C products to existing clients.
Assist clients with initial claims reporting and facilitate communication between insured parties and adjusters.
Maintain accurate and up-to-date client files in agency management systems (e.g., Applied Epic or AMS360) to minimize errors and omissions (E&O) risk.
Perform additional tasks as assigned to support the team and ensure client satisfaction.