Small Commercial Lines Account Manager

The Jonus Group•San Antonio, TX

3d•Remote

About The Position

Seeking a highly motivated and experienced Small Business Unit Account Manager to join a team. This role offers an exciting opportunity to manage small business accounts with a focus on service, retention, and relationship building. The ideal candidate will have a strong background in Property & Casualty insurance, excellent time management skills, and the ability to handle a high volume of activities efficiently.

Requirements

Active Property & Casualty (P&C) License in Texas is required.
3-5 years of experience in commercial insurance, specifically with small market accounts.
Proven ability to manage new business, renewals, invoicing, and client relationships.
Proficiency in Applied EPIC software is required.
Strong workflow and process management skills.
Excellent time management and organizational skills.
Self-discipline and the ability to work independently in a remote environment.
Strong communication and relationship-building abilities.

Responsibilities

Manage a portfolio of small business accounts with premiums ranging from $0 to $50,000.
Handle full A-to-Z account management, including service, retention, certificates, endorsements, invoicing, and client communication.
Quote and market/remarket policies, with a heavier focus on renewals than new business.
Manage agency bill and direct bill responsibilities.
Maintain strong relationships with clients and provide exceptional customer service.
Efficiently handle a high volume of emails and activities, ensuring timely responses and follow-ups.
Collaborate with assistants on tasks such as certificates, endorsements, and policy updates (e.g., adding/deleting vehicles or locations).