Personal Lines Account Manager

The Jonus Group • Walnut Creek, CA

5d

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 brokerage background, excellent communication skills, and a passion for delivering exceptional client service.

Requirements

• Active Property & Casualty (P&C) license required
• Minimum of 3 years in a brokerage environment, specifically in personal lines insurance
• Experience with Epic software is required
• Personable and approachable demeanor
• Strong team player with a collaborative mindset
• Excellent communication skills, both verbal and written
• Timely and organized in managing tasks and deadlines
• Ability to build and maintain strong client relationships

Responsibilities

• Manage a $4 million premium book of business, focusing on personal lines accounts
• Handle renewals, cross-selling, and rounding accounts
• Provide exceptional client service and maintain strong client relationships
• 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
• Work closely with producers and other team members to ensure client satisfaction

Benefits

• 401(k)
• Paid time off
• Professional development opportunities

What This Job Offers

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