Personal Lines Account Manager

The Jonus Group•Atlanta, GA

3d•$70,000 - $80,000•Hybrid

About The Position

Seeking a highly skilled and experienced Personal Lines Account Manager to join a team. The ideal candidate will be responsible for managing a diverse book of business, maintaining strong relationships with clients, producers, and insurance carriers, and providing exceptional service to ensure client satisfaction. This role requires a detail-oriented professional with extensive knowledge of personal lines insurance and a commitment to excellence.

Requirements

3-5 years of Personal Lines Insurance Agency experience with a solid understanding of personal lines insurance.
Active Georgia Agents Property & Casualty Insurance License is required.
High School Diploma or equivalent.
Strong interpersonal skills, including active listening, patience, empathy, and the ability to build and maintain relationships.
Must be detail-oriented, organized, and capable of multitasking.
Independent judgment, extensive insurance coverage knowledge, basic accounting knowledge, and the ability to take initiative.

Nice To Haves

Proficiency in EPIC software is highly preferred.

Responsibilities

Renewal Processing : Oversee the entire renewal process, including incidental marketing of accounts, preparation for marketing, annual review summaries, and presentation/proposal preparation.
Policy Checking : Review and verify the accuracy of insurance policies upon receipt from carriers.
Client and Carrier Meetings : Participate in meetings with clients and carriers as needed to maintain strong relationships and address service issues.
Claims Liaison : Act as a liaison between clients and claims service consultants to ensure efficient claims handling.
Client Support : Provide expert guidance on insurance coverages and address client inquiries, ensuring the agency is protected from potential Errors & Omissions (E&O) exposure.
Data Management : Maintain accurate client data in the agency management system and ensure all follow-up procedures and deadlines are met.
Special Projects : Contribute to additional projects and research as assigned by management.