Commercial Lines Account Manager | Small Business

The Jonus GroupMesa, AZ
Hybrid

About The Position

Seeking a dedicated and detail-oriented Commercial Lines Account Manager/Account Assistant to join a growing team. This role is a fantastic opportunity for an experienced professional to manage a diverse portfolio of small business accounts, providing exceptional service and support. The ideal candidate will have a strong background in commercial lines, excellent organizational skills, and a passion for delivering outstanding client experiences. This position offers a hybrid work schedule, with initial onsite training followed by a flexible remote work arrangement.

Requirements

  • Active Property & Casualty (P&C) license required.
  • Minimum of 3 years of experience in an agency setting, with a focus on commercial lines.
  • Proficiency in EPIC software strongly preferred.
  • High school diploma or equivalent required.
  • Strong organizational and time-management abilities.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with a commitment to accuracy.
  • Ability to work collaboratively in a team-oriented environment.
  • Proactive problem-solving skills and a customer-focused mindset.

Nice To Haves

  • Additional certifications or training in insurance is a plus.

Responsibilities

  • Manage a book of business worth approximately $5 million in premium, primarily consisting of small business accounts.
  • Provide A-Z servicing for accounts, including new business (90%) and renewal business (10%).
  • Collaborate with other Account Managers to ensure seamless client support.
  • Utilize EPIC software to manage accounts and maintain accurate records.
  • Build and maintain strong relationships with clients, ensuring their insurance needs are met.
  • Assist with policy changes, endorsements, and claims processing as needed.
  • Support the team in achieving growth objectives and contributing to the agency's long-term goals.

Benefits

  • Quarterly bonuses
  • Profit sharing
  • Competitive benefits package
  • 401(k)
  • Paid time off
  • Professional development opportunities
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