Personal Insurance Account Manager

The Jonus Group • Los Angeles, CA

6d • Hybrid

About The Position

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role involves managing a diverse book of business, providing exceptional customer service, and ensuring the seamless handling of personal lines insurance accounts. The ideal candidate will have a strong background in personal lines insurance, a proactive approach to client management, and a commitment to excellence.

Requirements

• Active Property & Casualty (P&C) license required.
• Minimum of 3+ years in personal lines account management.
• High school diploma or equivalent required.

Nice To Haves

• Experience in Mercury, Travelers, CFP, and Bamboo preferred.
• Additional certifications or training in insurance is a plus.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Proficiency in insurance quoting and policy management.
• Ability to work independently and collaboratively in a team environment.

Responsibilities

• Manage a $1.5M premium book of business, including standard/middle market accounts and high-net-worth (HNW) clients (approximately 15% of the book).
• Provide A-to-Z account management, including answering customer inquiries related to claims, policies, and billing.
• Assist with quoting renewal business and work to round out accounts and capture referrals.
• Collaborate with team members to ensure client satisfaction and retention.
• Utilize software systems such as Mercury, Travelers, CFP, and Bamboo to manage accounts effectively.

What This Job Offers

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