Personal Lines Senior Client Manager jobs in United States
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The Jonus Group ยท 3 days ago

Personal Lines Senior Client Manager

positionBogota, NJ
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$60K/yr - $70K/yr
date3+ years exp

The Jonus Group is seeking a highly skilled and experienced Personal Lines Senior Client Manager to join their team. This role is pivotal in delivering exceptional client service and managing a high-volume book of business in personal property and casualty insurance.

EmploymentInsuranceRecruiting
Hiring Manager
Mike B.
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Responsibilities

Evaluate exposures and renewal quotes
Review upcoming renewals and determine accounts requiring remarketing
Make coverage recommendations to clients
Utilize comparative rater tools to obtain quotes
Manage agency billing transactions
Obtain signed binding documents and notify carriers
Review binding documents for accuracy
Conduct contract reviews
Expand accounts by offering additional services and products
Maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsements, cancellations, and proofs of insurance
Organize and attach documents in EPIC
Generate standard client and carrier communications using templates
Create and assign activities in EPIC
Pull relevant reports such as MVR, CLUES, Risk Meters, and RCE

Qualification

Personal property insuranceActive Property & Casualty licenseAgency management systemsMicrosoft ExcelCustomer service skillsProblem-solving skillsStrategic developmentEPIC software experienceTeam playerDetail-orientedAdaptability

Required

Minimum of 3 years of experience in personal property and casualty insurance
Comprehensive understanding of insurance coverages
Active state Property & Casualty insurance license
Proficiency in Microsoft Excel (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
Effective team player with the ability to build trust and support peers
In-depth understanding of client requirements, market trends, and industry standards
Highly organized, detail-oriented, and capable of managing tasks in a fast-paced environment
Strong problem-solving and critical-thinking skills to resolve complex issues
Ability to develop and implement short- and long-term strategies

Preferred

Experience with EPIC agency management software

Benefits

Comprehensive benefits package, including 401(k)

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.
dateFounded in 2012
location
Wayne, Pennsylvania, USA
people-size51-200 employees
web-link
http://www.jonusgroup.com/

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