Insurance Account Manager

2 months ago


Montgomery, Alabama, United States The Jonus Group Full time
Job Title: Personal Insurance Account Manager

About The Role

The Jonus Group is seeking a skilled Personal Insurance Account Manager to join their team. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients, providing tailored insurance solutions, and ensuring seamless policy management.

Key Responsibilities

  • Build and maintain strong relationships with clients, acting as their primary point of contact for all personal insurance matters.
  • Understand clients' unique insurance needs, financial situations, and risk profiles to provide personalized recommendations.
  • Review and analyze clients' existing insurance policies to identify 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.
  • Collaborate with clients to update policy information, address changes, and recommend adjustments as needed.
  • Assist clients in reporting and navigating insurance claims, acting as a liaison between clients and insurance carriers to streamline the claims process.
  • Stay updated on industry trends, regulations, and changes in insurance products and services.
  • Continuously improve your understanding of insurance products to better serve clients' evolving needs.

Requirements

  • 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
  • Strong understanding of insurance products, coverage types, and industry practices
  • Proficient in insurance management software and Microsoft Office Suite

What We Offer

  • Competitive salary: $50-65K
  • Comprehensive benefits package
  • Professional development opportunities and training
  • Supportive and inclusive work environment


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