Personal Insurance Account Manager

The Jonus Group • Long Beach, CA

9h • $60,000 - $70,000

About The Position

Are you looking for growth opportunities in the insurance industry? If so, a growing agency is seeking a dedicated Personal Insurance Account Manager to join their team. This role is responsible for managing a portfolio of clients and providing exceptional service in the personal insurance sector. Primary duties include handling client inquiries, processing policy changes, renewals, and endorsements, as well as identifying cross-selling opportunities to enhance client coverage.

Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• The ability to convey complex insurance information in a clear and understandable manner.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.
• Ability to analyze complex insurance situations and propose effective solutions.
• Holds an active Property and Casualty (P&C) Insurance License.
• At least 1 year of relevant insurance industry experience required.
• Above average computer skills with the capacity to master essential software programs.
• Previous independent agency experience is required.

Nice To Haves

• Agency Management System Experience: AMS360
• 3+ years preferred.

Responsibilities

• Provide A-Z servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
• Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
• Prepare accurate and timely quotes for new and renewal business.
• Provide clients with clear and detailed information about available coverage options.
• Review and assess the current coverages of existing clients.
• Recommend updates and changes in coverage as needed to ensure clients have high-quality insurance protection.
• Process policy renewals, ensuring that clients are informed about upcoming renewals and options.
• Remarket policies when necessary to secure the best coverage and pricing for clients.
• Assist clients in making coverage changes, endorsements, and policy updates.
• Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
• Manage direct-billed payments and billing inquiries on behalf of clients.
• Provide clients with assistance and clarification regarding billing questions and issues.
• Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.

Benefits

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $60K-$70K (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

What This Job Offers

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