The Jonus Group ยท 1 week ago
Personal Lines Associate Client Rep
Forked River, NJ
Full-time
Onsite
Mid Level
$59K/yr - $64K/yr
3+ years expThe Jonus Group is seeking a highly skilled and experienced Personal Lines Senior Associate Client Representative to join a team. This role is integral to providing exceptional client service and ensuring the seamless management of personal lines insurance accounts.
EmploymentInsuranceRecruiting
Hiring Manager
Mike B.
Responsibilities
Evaluate exposures and renewal quotes
Review upcoming renewals and determine accounts requiring remarketing
Provide coverage recommendations to clients
Utilize comparative rater tools to obtain quotes
Manage agency billing processes where applicable
Obtain signed binding documents and notify carriers
Review binding documents for accuracy
Conduct contract reviews
Identify opportunities to expand client accounts and cross-sell additional services
Maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance
Organize and manage documents in EPIC
Initiate endorsements, proofs of insurance, and invoices
Generate standard communications to clients and carriers using templates and system tools
Create and assign activities in EPIC
Pull relevant reports such as MVR, CLUES, Risk Meters, RCE, etc., as needed
Qualification
Required
Minimum of 3+ years of experience in Personal Property & Casualty insurance with a comprehensive understanding of insurance coverages
Active state Property & Casualty insurance license is required
Proficiency in Microsoft Excel (including formulas, charts, and tables), Word, and other MS Office products
Ability to quickly learn and adapt to new technology platforms
Proficiency in agency management systems and carrier sites
Strong customer service skills with a hands-on, personal approach
Excellent organizational skills with a high level of attention to detail
Ability to work effectively in a team environment and build trust with peers and clients
In-depth understanding of client requirements, competitive market trends, and industry standards
Strong problem-solving and critical thinking skills to address complex situations
Ability to develop and implement short- and long-term strategies to meet client and business needs
Benefits
Comprehensive benefits package, including 401(k)
Company
The Jonus Group
The Jonus Group is an insurance company specializes in full service recruiting firm that offers both direct hire and contract hire services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Morse
Chief Operating Officer
Seth Brady
Chief Sales Officer (CSO)
Company data provided by crunchbase