Small Business Account Manager - Commercial Lines
The Jonus Group•Cypress, CA
•Hybrid
About The Position
Seeking a dedicated and experienced Small Business Account Manager to join a team. This role is a key position within an organization, responsible for managing a high-volume book of generalist small business accounts. The ideal candidate will have a strong background in quoting new and renewal business, familiarity with online raters, and the ability to handle a diverse portfolio of accounts, including BOPs, contractors, hospitality, and retail.
Requirements
- Property & Casualty (P&C) license required.
- Minimum of 3 years of experience in a similar role, with a proven ability to handle a high-volume book of business.
- Proficiency in EPIC software and online raters (Travelers, Hartford, Liberty Mutual, etc.).
- Highly organized and detail-oriented.
- Personable and able to build strong client relationships.
- Works well under pressure and in a fast-paced environment.
Responsibilities
- Manage a book of business valued at $2M-$2.5M, with account sizes ranging from $5,000 to $100,000.
- Quote and process new and renewal business using online raters such as Travelers, Hartford, and Liberty Mutual.
- Provide exceptional service to clients across various industries, including contractors, hospitality, and retail.
- Maintain accurate records and documentation using EPIC software.
- Collaborate with team members to ensure seamless account management and client satisfaction.
- Stay organized and work efficiently under pressure to meet deadlines and client expectations.
Benefits
- Comprehensive benefits package available
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
