Personal Lines CSA

The Jonus Group•Lisbon, OH
•Hybrid

About The Position

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a growing team. This role is pivotal in ensuring the seamless management of client accounts, providing exceptional service, and supporting the producers in delivering tailored insurance solutions. With a strong emphasis on teamwork, flexibility, and a people-first culture, this position offers an excellent opportunity to thrive in a supportive and dynamic environment.

Requirements

  • Property & Casualty (P&C) license required.
  • Proficiency in AMS 360 and familiarity with top carriers such as Westfield, Auto-Owners, Hanover, Liberty Mutual/Safeco, and Progressive.

Nice To Haves

  • 3-5 years preferred, but open to candidates with varying levels of experience.
  • Candidates with strong energy and a willingness to learn are encouraged to apply.

Responsibilities

  • Provide accurate quotes by inputting data into carrier websites.
  • Format summaries, draft renewal letters, and update coverage details.
  • Assist with claims and manage house accounts.
  • Handle a book of business with premiums ranging from $200 to $12,000.
  • Collaborate with producers and CSAs to ensure client satisfaction.
  • Maintain a high retention rate.
  • Utilize AMS 360 for account management.
  • Participate in team-building activities and contribute to a positive workplace culture.

Benefits

  • Profit Sharing: 10% of salary.
  • PTO: Up to 4 weeks, based on experience.
  • Bonuses: Annual Christmas bonus and performance-based rewards.
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