Part-Time Personal Lines Account Manager

The Jonus Group•Berkeley, CA

10d

About The Position

Seeking a motivated and detail-oriented Part-Time Personal Lines Account Manager to join a team. The ideal candidate will provide exceptional client service by managing personal insurance accounts and cultivating relationships with clients and carriers. In this role, you will serve as the primary contact for customers, ensuring their needs are met, renewals are managed effectively, and inquiries are handled promptly. This is an excellent opportunity for someone who values work-life balance and thrives in a fast-paced, customer-focused environment.

Requirements

High school diploma or equivalent required; associate degree or higher in business, finance, or related field is a plus.
Prior experience in personal lines insurance and/or as an Account Manager highly preferred.
Property & Casualty Insurance License (or ability/willingness to obtain).
Proficiency in insurance agency management systems or CRM tools.
Strong computer skills, including Microsoft Office (Word, Excel, Outlook).
Ability to quickly learn and adapt to new software or technology.
Excellent verbal and written communication skills.
Strong interpersonal abilities to interact effectively with clients.
Ability to analyze customer needs, identify solutions, and resolve issues independently and efficiently.
Strong time-management skills with the ability to prioritize and manage multiple tasks simultaneously in a dynamic work environment.
High attention to detail and accuracy.
A customer-centric mindset with a focus on delivering positive client experiences.
Must be able to work part-time hours with flexibility to accommodate occasional additional hours if necessary.

Responsibilities

Manage assigned personal lines insurance accounts, ensuring accurate and timely handling of client needs.
Build and maintain strong, long-lasting relationships with clients by delivering exceptional customer service.
Assist in the preparation, review, and presentation of policy renewals, endorsements, and modifications.
Educate clients on coverage options, premium changes, and policy details to help them make informed decisions.
Process policy applications, endorsements, and cancellations with accuracy and efficiency.
Collaborate with carriers, underwriters, and internal team members to ensure timely resolution of client requests or issues.
Monitor client accounts to ensure compliance with agency standards and carrier requirements.
Proactively identify opportunities to upsell or cross-sell coverages where beneficial for the client.
Stay updated on insurance market trends, products, and regulatory changes relevant to personal lines policies.
Offer innovative solutions to enhance the customer experience and improve operational workflows.