Personal Lines Account Manager
The Jonus Group•Walnut Creek, CA
•$80,000 - $90,000•Hybrid
About The Position
Seeking a highly motivated and experienced Personal Lines Account Manager to join a dynamic team. This role involves managing a mid-market book of business, focusing on standard personal lines such as Home, Auto, and Umbrella insurance. The ideal candidate will have a strong background in brokerage, excellent communication skills, and a passion for delivering exceptional client service. This position offers the flexibility to work either remotely or in a hybrid capacity.
Requirements
- Active Property & Casualty (P&C) license required.
- Minimum of 3 years in a brokerage environment, specializing in personal lines.
- Proficiency in Epic software is required.
- Strong interpersonal skills, team-oriented mindset, excellent communication, and the ability to meet deadlines.
- Candidates must be based in Northern California.
Responsibilities
- Manage a $4 million premium book of business, focusing on mid-market accounts.
- Service clients by handling renewals, rounding accounts, and cross-selling opportunities.
- Collaborate with the back-office team for Certificates of Insurance (COI) and policy changes.
- Quote new and renewal business, with a primary focus on renewals.
- Build and maintain strong relationships with clients and carriers, including Safeco, Travelers, and Mercury.
- Ensure timely and effective communication with clients and team members.
Benefits
- Competitive benefits package
- 401(k)
- paid time off
- professional development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
