Personal Insurance Account Manager

The Jonus Group • Woburn, MA

2d

About The Position

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role involves providing end-to-end servicing of personal lines accounts, managing a portfolio of standard personal lines accounts, and actively cross-selling, upselling, and rounding out accounts to meet client needs. The position also includes quoting and managing new and renewal business, collaborating with various carriers, and utilizing AMS360 software.

Requirements

• Minimum of 3 years in personal lines insurance (open to candidates with captive experience).
• Property & Casualty (P&C) license preferred; must obtain immediately after hire if not already licensed.
• Strong knowledge of personal lines insurance products and services.
• Proven ability to provide exceptional customer service and build lasting client relationships.
• Team-oriented mindset with a proactive and self-motivated approach.
• Strong organizational and multitasking skills.
• Commitment to maintaining a positive and collaborative work environment.

Nice To Haves

• Proficiency in AMS360 or similar agency management software is a plus.

Responsibilities

• Provide end-to-end servicing of personal lines accounts, including policy changes, endorsements, quoting, and binding.
• Manage a portfolio of standard personal lines accounts, such as auto, home, renters, condo, umbrella, and recreational vehicles.
• Actively cross-sell, upsell, and round out accounts to meet client needs.
• Quote and manage new and renewal business.
• Collaborate with carriers such as Commerce, Travelers, Hartford, Acadia, Vermont Mutual, and Progressive.
• Utilize AMS360 software for account management and documentation.

What This Job Offers

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