Personal Lines Account Manager

The Jonus Group • Fayetteville, NC

3d

About The Position

Seeking a dedicated and experienced Personal Lines Account Manager to manage and retain an assigned book of personal lines business while delivering exceptional client service. The role handles new business and renewals, identifies cross-selling and upselling opportunities, and supports agency producers in growing existing accounts and developing new business. The position offers an opportunity to contribute to a dynamic, client-focused organization.

Compensation includes a competitive salary commensurate with experience and a comprehensive benefits package, including health, dental, and vision insurance. The package also includes paid time off and holidays, as well as professional development opportunities through educational seminars and training.

Requirements

• Minimum of 3 years of personal lines property and casualty insurance experience.
• Strong knowledge of personal lines coverages, underwriting, and rating.
• Active Property & Casualty license, or ability to obtain one within the first 90 days of employment.
• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Strong technical and client relationship management skills.

Nice To Haves

• Experience with an agency management system.
• College degree.

Responsibilities

• Manage an assigned book of personal lines accounts and maintain strong client relationships.
• Handle day-to-day client requests, incoming calls, correspondence, and company inquiries.
• Process account transactions, including applications, quotations, ID cards, endorsements, binders, claims, renewals, and follow-ups.
• Oversee renewals and support strong client retention through proactive communication and quality service.
• Conduct annual coverage reviews and recommend additional coverage options or increased limits when appropriate.
• Identify cross-selling and upselling opportunities, including companion policies for existing mono-line accounts.
• Generate new personal lines business within established agency underwriting guidelines.
• Review new business, renewals, and endorsements to ensure policies are issued accurately and as requested.
• Assist producers with account growth and support the agency's overall sales objectives.
• Maintain accurate and updated client files within the agency management system.
• Communicate with insureds and carriers regarding claims and ensure claim files remain current.
• Monitor collections and maintain knowledge of carrier underwriting requirements and policy provisions.
• Participate in educational seminars and training to improve insurance and sales knowledge.
• Assist with special projects and other duties as assigned by management.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Paid time off
• Paid holidays
• Professional development opportunities, including educational seminars and training

What This Job Offers

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