Personal Insurance Account Manager

The Jonus Group • Stockton, CA

9h • $60,000 - $75,000 • Hybrid

About The Position

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. The ideal candidate will manage a book of business with a total premium of $4 million, including home, auto, umbrella, and some high-net-worth accounts. This role requires a proactive individual with strong technical skills, a customer-focused mindset, and the ability to handle renewals, quoting, marketing, and cross-selling. This is a hybrid position , requiring 1-2 days in the office and the remainder of the week working remotely.

Requirements

• Active Property & Casualty (P&C) License
• Minimum of 3 years of experience in a similar role
• Proficiency in AMS360 or similar agency management software
• Strong technical skills and ability to adapt to new technologies
• Excellent communication and interpersonal skills
• A proactive, go-getter mentality with a focus on client satisfaction

Responsibilities

• Manage a book of business consisting of 800 client accounts with $4 million in premium
• Handle renewals, quoting, cross-selling, and upselling opportunities
• Process endorsements and provide exceptional customer service
• Collaborate with a virtual assistant for back-end support
• Work with standard lines accounts, including home, auto, and umbrella policies
• Utilize AMS360 software for account management and documentation

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed