Personal Lines Account Manager - Hybrid

The Jonus Group•New Berlin, WI
•Hybrid

About The Position

Seeking a dedicated and experienced Personal Lines Account Manager to join a dynamic, family-oriented team. This role is suited to a professional who thrives in a non-corporate, technology-focused environment and values collaboration. The account manager will oversee a book of business and work directly with clients and carriers to provide service. The position is hybrid, with a mix of in-office and remote work after the initial onboarding period. The schedule begins with three days in the office and transitions to two days in the office and three days remote. The base salary is $75,000 to $85,000 annually, with the potential to exceed $100,000 in a few years through a commission-based structure. Benefits include health, dental, and vision insurance.

Requirements

  • Active Property & Casualty (P&C) license.
  • Proven experience in personal lines account management.
  • Familiarity with working directly with carriers and managing client relationships.
  • Strong organizational skills and attention to detail.
  • Ability to multitask in a fast-paced environment.
  • Collaborative mindset and commitment to contributing to a positive team culture.

Nice To Haves

  • Experience with Salesforce.

Responsibilities

  • Serve as the primary point of contact for clients, providing customer service and support.
  • Manage a portfolio of personal lines accounts, focusing on blue-collar households.
  • Work directly with carriers to quote new and renewal business.
  • Handle client-facing account management tasks, including policy reviews, endorsements, and renewals.
  • Use Salesforce to manage client information and workflows; training is available if needed.
  • Collaborate with team members to support seamless service delivery.

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
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