Insurance Specialist: Personal Lines Account Management

3 days ago


Montgomery, Alabama, United States The Jonus Group Full time

Job Overview

The Jonus Group is seeking a seasoned insurance professional to join their team as a Personal Lines Account Manager.

Salary: $60,000 - $70,000 per annum, based on experience and qualifications.

Company Overview

The Jonus Group is a leading provider of insurance services, dedicated to delivering exceptional results for our clients. We're committed to fostering a supportive and inclusive work environment that encourages growth and development.

Job Description

As a Personal Lines Account Manager, you will be responsible for developing and maintaining strong relationships with clients, acting as their primary point of contact for all personal insurance matters. You will work closely with clients to understand their unique insurance needs, financial situations, and risk profiles, providing tailored recommendations to meet their requirements.

Responsibilities

  • Develop and maintain strong relationships with clients, ensuring excellent customer service and timely communication.
  • Conduct thorough assessments of clients' existing insurance policies, identifying coverage gaps and potential areas for improvement.
  • Collaborate with clients to determine their changing insurance needs, life events, and other relevant factors.
  • Present and explain insurance coverage options to clients, offering clear explanations of benefits, limitations, and costs.
  • Advise clients on policy enhancements, endorsements, and discounts that align with their individual requirements.
  • Prepare accurate insurance quotes and proposals based on clients' needs and preferences.
  • Ensure timely delivery of quotes, addressing any client questions or concerns.
  • Facilitate the issuance of insurance policies, ensuring all necessary paperwork and documentation are completed accurately and efficiently.
  • Maintain comprehensive records of client interactions, policy changes, and communications.
  • Proactively manage policy renewals, reviewing coverage and pricing to ensure continued client satisfaction.

Required Skills and Qualifications

To succeed in this role, you will need:

  • An active P&C license.
  • Relevant insurance certifications or licenses (if required by state regulations).
  • Previous experience in personal lines insurance, account management, or customer service.
  • A strong understanding of insurance products, coverage types, and industry practices.
  • Proficiency in insurance management software and Microsoft Office Suite.

Benefits

We offer a competitive salary, comprehensive benefits package, professional development opportunities, and a supportive work environment.



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