Personal Insurance Account Manager

The Jonus Group • Springfield, MA

19d

About The Position

The Personal Insurance Account Manager manages relationships with Personal and Commercial Lines clients, addressing personal insurance needs through exceptional service and tailored solutions. The role focuses on building client trust, providing high-quality service, and recommending insurance options aligned with clients’ individual needs. The position also involves coordinating with internal teams and maintaining accurate account documentation. Duties and responsibilities may be modified at the employer’s discretion.

Requirements

• Experience as an Account Manager or in a similar insurance-industry role, particularly in personal and commercial lines.
• Comprehensive knowledge of personal insurance products, coverage options, and relevant regulations.
• Strong interpersonal and communication skills, including the ability to build trust and engage with clients at all levels.
• Strong organizational and detail-oriented skills, with the ability to manage multiple accounts and priorities.
• Experience with client relationship management (CRM) software and other relevant tools.
• Problem-solving and critical-thinking skills to assess client needs and recommend suitable solutions.
• Strong focus on excellent customer service.
• High school diploma or equivalent.
• Personal insurance licensure, subject to state-specific requirements, or willingness to obtain licensure promptly following hire.

Nice To Haves

• Insurance-related professional designation, such as CPCU or CISR.
• Bachelor’s degree in Business, Insurance, or a related field.

Responsibilities

• Act as the primary contact for Personal and Commercial Lines clients, providing guidance on insurance products.
• Manage client accounts, including policy renewals, endorsements, and updates.
• Develop customized insurance solutions and identify opportunities to enhance coverage.
• Build and maintain strong client relationships while delivering exceptional service.
• Respond promptly and accurately to inquiries about coverage, claims, billing, and policy changes.
• Collaborate with underwriters, sales, claims, and other internal teams to ensure seamless service.
• Maintain accurate documentation of client interactions and account activities in accordance with company standards.
• Stay informed about industry trends, products, and regulatory requirements to provide relevant advice.
• Identify and proactively resolve issues that may affect client satisfaction.

What This Job Offers

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