Personal Insurance Account Manager
The Jonus Group•Campbell CA, CA
13d•$70,000 - $75,000•Hybrid
About The Position
Looking for a dedicated and experienced Personal Lines Account Manager to join a small, independent insurance agency.
Requirements
- Active Property & Casualty (P&C) license in California.
- Minimum of 2-3 years in personal lines insurance.
- Familiarity with carriers such as Mercury and Travelers.
- Strong organizational and time-management abilities.
- Excellent interpersonal and communication skills.
- Ability to work efficiently in a hybrid environment.
- Personable, timely, and efficient.
Nice To Haves
- Experience with Epic software is a plus.
Responsibilities
- Manage a book of business.
- Handle renewals, quoting, cross-selling, and policy changes.
- Provide exceptional client service, including Certificates of Insurance (COI) and addressing client inquiries.
- Collaborate with carriers such as Mercury and Travelers.
- Utilize Epic software for account management.
- Support the agency's growth by maintaining strong client relationships and identifying opportunities for additional coverage.
Benefits
- Competitive benefits package
- Paid time off
- Professional development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
