Personal Lines Account Manager

The Jonus Group•Lancaster, CA

2d•$60,000 - $80,000

About The Position

Seeking a dedicated and professional Personal Lines Account Manager to join a growing team. This role is integral to the Personal Lines department, which handles a diverse portfolio of standard to middle-market personal lines accounts. The successful candidate will manage a book of business with $2M in premium, working closely with clients to provide exceptional service, process renewals, and offer tailored insurance solutions. This position offers an excellent opportunity for growth and development within a supportive and dynamic environment.

Requirements

Active Property & Casualty (P&C) license in California is required.
Minimum of 3 years of experience in personal lines insurance, with exposure to California Fair Plan and DIC coverage preferred.
Proficiency in AMS 360 software is highly desirable.
Personable and client-focused.
Trainable and eager to learn.
Solutions-oriented with the ability to think on your feet.
Highly organized and detail-oriented.
Strong problem-solving and communication skills.

Responsibilities

Manage a portfolio of personal lines accounts ranging from $5,000 to $40,000 in premium.
Provide end-to-end account management, including quoting, processing endorsements, and handling renewals.
Advise clients on additional lines of coverage and ensure their insurance needs are met.
Work with carriers such as Mercury, Travelers, Safeco, and E&S markets.
Handle California Fair Plan policies and understand DIC (Difference in Conditions) coverage.
Maintain organized records and ensure timely follow-ups with clients.
Collaborate with the Personal Lines Department Lead and other team members to meet departmental goals.