Commercial Lines Account Manager

The Jonus Group • Redlands, CA

1d

About The Position

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a collaborative and family-oriented team. This role is integral to supporting our growth and maintaining a commitment to providing exceptional service to clients, which include religious organizations, non-profits, schools, and churches. The ideal candidate will bring expertise in commercial lines insurance, a passion for client service, and a proactive approach to managing accounts.

Requirements

• Active Property & Casualty (P&C) license required.
• Minimum of 2 years in a commercial lines insurance setting.
• Familiarity with EPIC or similar insurance management software.
• High school diploma or equivalent required.

Nice To Haves

• Experience with non-profits, schools, or religious institutions is preferred but not required.
• Experience with Salesforce-based systems is a plus.
• Additional education or certifications in insurance are a plus.

Responsibilities

• Manage a portfolio of accounts, including religious organizations, non-profits, schools, and churches, with account sizes ranging from $500,000 to $200,000.
• Handle certificate-heavy tasks related to events hosted by clients.
• Process endorsements, conduct renewal marketing, and present renewal proposals to clients.
• Recommend additional lines of coverage to meet client needs.
• Quote new and renewal business as required.
• Utilize a Salesforce-based system with AI capabilities to manage accounts efficiently.
• Collaborate with team members to ensure seamless service delivery.

Benefits

• Salary Range: $60,000 - $83,000 annually, based on experience.
• Competitive benefits package
• 401(k)
• Paid time off
• Professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED