Personal Insurance Account Manager

Personal Insurance Account Manager at The Jonus Group

Seeking a dedicated and professional Personal Lines Account Manager to join a team. This position is responsible for managing a book of house accounts, focusing on personal lines such as home, auto, and umbrella insurance. This position offers an excellent opportunity to work in a laid‑back and collaborative environment with a team of experienced professionals.

Compensation Package

• Salary: $60,000 - $70,000 annually, based on experience.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage & service a book of personal lines accounts, including home, auto, and umbrella insurance.
• Handle renewals, endorsements, certificates of insurance (COI), and cross‑selling opportunities.
• Provide exceptional customer service to clients, ensuring their needs are met promptly and professionally.
• Collaborate with department managers and team members to ensure seamless service delivery.
• Utilize Epic software for account management and documentation.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• Minimum of 2 years of experience in an independent brokerage setting.
• Proficiency in Epic software is preferred.
• Strong customer service focus, reliability, personable demeanor, and excellent communication skills.

Disclaimer
:
Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

• Entry level

• Full‑time

• Sales, Business Development, and Finance

• Banking, Financial Services, and Insurance

Placerville, CA $65,000 – $90,000