Personal Insurance Customer Service Agent / Account Manager (Billingual Preferred – Not Required) jobs in United States
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The Jonus Group · 6 days ago

Personal Insurance Customer Service Agent / Account Manager (Billingual Preferred – Not Required)

The Jonus Group is seeking a Personal Lines Account Manager to join a dynamic team. The role involves handling personal lines accounts, resolving client concerns, and cross-selling insurance products to enhance client satisfaction and retention.

EmploymentInsuranceRecruiting

Responsibilities

Handling standard personal lines accounts
Client presentations and ability to resolve client concerns and issues
Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
Liaison between clients and carriers
Ability to cross sell and help walk-in/phone- sales questions
Ability to handle all types of personal insurance
Order and process renewal & change requests
Advise of coverage recommendations and assist clients with Insurance claims
Assist in retaining accounts - follow up on cancelations & Broker of Record Letters
Cross sell & round out accounts

Qualification

P&C licenseApplied EPICPresentation skillsCommunication skillsMulti-taskingSelf-directionTeamwork

Required

Must have an active P&C license
Must have working knowledge of agency management software, specifically Applied EPIC
Must have excellent presentation and communication skills
Ability to multi-task and work in fast paced Insurance environment
Ability to work within a team environment
Ability to self-direct the completion of insurance related job duties

Preferred

Bilingual Preferred – Not Required

Company

The Jonus Group

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The Jonus Group is an insurance company specializes in full service recruiting firm that offers both direct hire and contract hire services.

Funding

Current Stage
Growth Stage

Leadership Team

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Ryan Morse
Chief Operating Officer
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Seth Brady
Chief Sales Officer (CSO)
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Company data provided by crunchbase