Personal Lines Account Manager

The Jonus Group • New Orleans, LA

12d

About The Position

Seeking a motivated and detail-oriented Personal Lines Account Manager to develop and maintain strong client relationships through outstanding service and personalized insurance solutions. The role manages customers’ personal insurance policies, responds to inquiries, and supports client satisfaction. It involves reviewing clients’ insurance needs, recommending coverage, processing account changes and renewals, addressing billing and claims questions, and conducting periodic account reviews. The Account Manager also collaborates with sales and customer service teams and stays current on industry trends, policies, and regulations.

Requirements

• Proven experience in account management, customer service, or a related role within the insurance industry.
• Active Property and Casualty Insurance License, or willingness to obtain one within a specified timeframe.
• Strong communication, interpersonal, and problem-solving skills.
• Ability to build and maintain client relationships effectively.
• Ability to multitask, prioritize, and manage time efficiently in a fast-paced environment.
• Proficiency with insurance management systems, Microsoft Office Suite, and/or other CRM tools.
• Professionalism, attention to detail, and commitment to exceeding client expectations.
• Enthusiasm and initiative to grow and develop within the role.

Nice To Haves

• Personal lines insurance experience is preferred.
• A solid understanding of personal lines insurance products, coverage options, and industry practices is highly desirable.

Responsibilities

• Act as the primary point of contact for new and existing clients, providing personal lines insurance account management.
• Review, analyze, and evaluate clients’ insurance needs and recommend appropriate coverage options.
• Maintain positive relationships with clients, insurance carriers, and team members through prompt and consistent communication.
• Process changes, renewals, and endorsements on client accounts and maintain accurate documentation.
• Handle billing questions, claims inquiries, and policy-related concerns professionally and accurately.
• Conduct periodic reviews of client accounts to ensure adequate coverage and identify opportunities for upselling or cross-selling.
• Resolve client issues and concerns in a timely and empathetic manner.
• Stay up to date on industry trends, policies, and regulations to assist clients and ensure compliance.
• Collaborate with sales and customer service teams to achieve company goals and provide seamless customer experiences.

What This Job Offers

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