Personal Lines Account Manager - Hybrid

The Jonus Group•Gaithersburg, MD

3d•Hybrid

About The Position

Seeking a motivated and experienced Personal Lines Account Manager to join a well-established and growing team. This role offers a unique opportunity to work with a reputable agency that specializes in personal lines insurance, with a strong focus on delivering exceptional service and cross-selling opportunities. The position is hybrid, with a mix of in-office and remote work after the initial training period.

Requirements

Active Property & Casualty (P&C) license required.
Minimum of 2 years in personal lines insurance.
Strong sales and customer service skills, with a willingness to engage in cross-selling and upselling.
Must be adaptable, detail-oriented, and comfortable working in a hybrid environment.

Nice To Haves

Experience with Erie Insurance is a plus but not required.
Spanish-speaking candidates are highly desirable.
Familiarity with Xanatek software or similar systems is preferred.

Responsibilities

Manage a portfolio of personal lines insurance accounts, ensuring high levels of client satisfaction and retention.
Handle a mix of 50% sales and 50% service (with an expected shift to 70% service and 30% sales over time).
Proactively round and cross-sell insurance products to existing clients.
Quote new and renewal business, ensuring accuracy and compliance with company standards.
Utilize Xanatek software to manage client information and process transactions.
Collaborate with team members to meet agency goals and contribute to a positive work environment.