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Insurance Portfolio Manager

2 months ago

Prescott Valley, United States The Jonus Group Full time

Job Title: Commercial Lines Account Manager

About the Role:

The Jonus Group is seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our team, you will be responsible for managing a diverse portfolio of commercial clients, building strong relationships, and providing solutions to meet clients' needs.

Key Responsibilities:

  • Service a book of business, ensuring client satisfaction and retention.
  • Handle incoming service requests from clients and promptly address their inquiries or concerns.
  • Manage the quoting process for new and renewal business.
  • Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
  • Review and analyze quotations received from carriers to identify the most suitable options for clients' insurance needs.
  • Create professional and accurate insurance proposals for presentation to clients.
  • Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
  • Review endorsements to verify accuracy and compliance with clients' insurance requirements.
  • Coordinate and order loss runs as needed for client accounts.
  • Assist clients during premium audits and handle disputes if necessary.
  • Prepare and issue certificates of insurance as required by clients.
  • Perform thorough contract reviews to identify insurance requirements and ensure compliance.
  • Prepare timely and well-structured binders and invoices upon binding of coverage, including securing premium financing when needed.
  • Verify the accuracy of newly issued policies before delivering them to clients.
  • Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
  • Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
  • Prioritize and manage your workload efficiently.
  • Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
  • Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.

Requirements:

  • Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
  • Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
  • Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
  • Holds an active Property and Casualty (P&C) Insurance License.
  • Preferred Agency Management System Experience: EPIC
  • At least 2 years of relevant insurance industry experience.
  • Previous experience in commercial lines account management.
  • Holds at least one professional designation or has comparable job experience.
  • Above average computer skills with the capacity to master essential software programs.
  • Prior Contractor/Construction industry experience is required.

What We Offer:

  • Excellent opportunities for professional growth and advancement.
  • Competitive compensation: Between $55k-$85k (based on experience) + commission.
  • Paid time off and company holidays.
  • Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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.