Personal Lines Account Representative

The Jonus Group • Los Angeles, CA

15h

About The Position

A dedicated and detail-oriented Personal Lines Account Representative is needed to join a dynamic team. The role provides customer service, manages personal lines insurance accounts, and supports client satisfaction and retention. It calls for strong multitasking, communication, and problem-solving skills.

Requirements

• High school diploma or GED required.
• Proven ability to handle multiple accounts efficiently, prioritize tasks, and meet deadlines.
• Strong verbal and written communication, active listening, and interpersonal skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM software.
• Solid understanding of personal lines insurance products and policies.
• Licensed in property and casualty insurance or willingness to obtain licensure within a designated timeframe upon hire.
• Ability to work independently as well as collaboratively in a team-oriented environment.

Nice To Haves

• Associate's or bachelor's degree in business, finance, or a related field.
• 1–3 years of experience in insurance, customer service, or account management.
• Familiarity with insurance-specific software.

Responsibilities

• Build and maintain relationships with personal lines clients by addressing inquiries, resolving issues, and providing tailored insurance solutions.
• Manage client accounts, including policy renewals, changes, cancellations, and new business processing.
• Verify the accuracy of client information and documentation to ensure compliance with company policies and regulatory guidelines.
• Identify opportunities to cross-sell or up-sell additional insurance products to meet clients’ needs.
• Collaborate with underwriters, carriers, and team members to resolve coverage or claims-related issues.
• Maintain accurate records of client interactions and account activities using CRM software.
• Stay updated on company products, services, and industry trends to provide informed recommendations.
• Support the Account Manager or other team members with administrative duties as needed to maintain smooth operations.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED