Personal Lines Account Executive

The Jonus GroupSan Antonio, TX
Onsite

About The Position

Seeking a dedicated and detail-oriented Personal Lines Account Executive to join a team. This role involves managing personal lines accounts from A-Z, providing exceptional service to clients, and contributing to the growth of the business through cross-selling opportunities.

Requirements

  • Must hold a valid Texas Property & Casualty (P&C) license.
  • Proficiency in Applied EPIC software is preferred.
  • Strong work history, attention to detail, and a commitment to providing outstanding client service.

Nice To Haves

  • Open to candidates with varying levels of experience, including those from captive agencies.

Responsibilities

  • Manage a portfolio of personal lines accounts, ensuring excellent customer service and satisfaction.
  • Handle all aspects of account servicing, including policy renewals, endorsements, and claims assistance.
  • Identify and pursue cross-selling opportunities to enhance client coverage and contribute to business growth.
  • Utilize Applied EPIC software to maintain accurate and up-to-date client records.
  • Collaborate with team members to meet organizational goals and deliver exceptional service.
  • Participate in an in-person interview and an insurance knowledge test as part of the hiring process.

Benefits

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