Personal and Commercial Lines Account Manager

The Jonus GroupPortland, OR
Onsite

About The Position

Seeking a dedicated and experienced Personal/Commercial Lines Account Manager to join a small, family-friendly team. This role is pivotal in ensuring the seamless servicing of both commercial and personal insurance accounts. The ideal candidate will bring a proactive attitude, strong organizational skills, and a commitment to delivering exceptional client service.

Requirements

  • Active Property & Casualty (P&C) license in Oregon is required.
  • Minimum of 3-5 years of experience in a similar role.
  • Familiarity with small accounts and managing a book of business.
  • Proficiency in Epic software is required.
  • Self-starter with a "go-getter" attitude.
  • Ability to thrive in a small, family-oriented office environment.
  • Strong communication and organizational skills.

Nice To Haves

  • 5+ years of experience preferred.

Responsibilities

  • Managing day-to-day servicing of commercial and personal insurance accounts.
  • Handling endorsements, policy changes, renewals, certificates, and client requests.
  • Conducting coverage reviews and resolving billing issues.
  • Communicating effectively with carriers, underwriters, and clients.
  • Servicing commercial accounts such as contractors, commercial specialties, bonds, business liability, and commercial property.
  • Servicing personal accounts such as home, auto, umbrella, and renters insurance.

Benefits

  • Competitive benefits package
  • 401(k)
  • paid time off
  • professional development opportunities
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