Personal Insurance Account Manager - Hybrid
The Jonus Group•Quincy, MA
•Hybrid
About The Position
Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role offers an exciting opportunity to manage a $2.6 million book of business, focusing on standard personal lines accounts. The ideal candidate will bring a customer-focused approach, strong organizational skills, and a passion for delivering exceptional service.
Requirements
- Property & Casualty (P&C) license preferred; must obtain within six months if not currently licensed.
- Minimum of 2 years in personal lines insurance; candidates with captive experience are welcome to apply.
- Proficiency in Applied EPIC software is a plus.
- Strong communication, organizational, and customer service skills.
- Self-motivated, detail-oriented, and able to thrive in a collaborative team environment.
Nice To Haves
- Proficiency in Applied EPIC software is a plus.
Responsibilities
- Manage a $2.6 million book of business, with accounts averaging $4,000 in premium (up to $12,000).
- Provide end-to-end servicing of personal lines accounts, including renewals, policy changes, and client inquiries.
- Collaborate with the claims department and processors for administrative tasks such as certificates.
- Build and maintain strong relationships with clients, carriers, and internal teams.
- Utilize Applied EPIC software for account management and documentation.
- Identify opportunities for cross-selling and up-selling to enhance client portfolios.
Benefits
- Competitive benefits package
- 401(k)
- Paid time off
- Professional development opportunities
- Cross-sell and up-sell bonuses
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
