Personal Lines Account Manager
The Jonus Group - Beverly Hills, CA
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2 weeks ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from The Jonus GroupPlacing Top Insurance Talent Across CA and NVJob DescriptionJob Title: Personal Lines Account ManagerJob SummaryWe are seeking a motivated and detail-oriented Personal Lines Account Manager to join our dynamic team. In this role, you will be the primary point of contact for personal insurance clients, providing exceptional service, building long-term relationships, and managing policies to meet their unique needs. This is an excellent opportunity for a customer-focused professional with a passion for helping others and a strong understanding of personal insurance products.ResponsibilitiesServe as the primary liaison between clients and the agency, ensuring client inquiries, concerns, and policy updates are handled with efficiency and professionalism.Manage and renew a portfolio of personal lines insurance policies, including home, auto, and other individual coverage.Provide expert advice and recommendations to clients regarding policy options, coverage levels, and risk management strategies.Develop and nurture long-term relationships with clients to ensure client satisfaction and retention.Monitor client accounts to identify cross-selling opportunities and upsell additional insurance products, as appropriate.Process policy endorsements, changes, renewals, cancellations, and claims in a timely and accurate manner.Stay updated on personal insurance products, industry trends, and regulatory requirements to provide accurate and timely information to clients.Collaborate with underwriters, carriers, and other team members to ensure outstanding service delivery.Maintain detailed and accurate client files in compliance with company and regulatory standards.Qualifications/Requirements5+ years of experience in personal lines account management preferred.Holds an active P&C (Property and Casualty) insurance license.Excellent verbal and written communication skills with a demonstrated ability to build trust and rapport with clients.Strong attention to detail, time management, and organizational skills.Proficiency in navigating agency management software systems and basic office programs (e.g., Microsoft Office Suite).Ability to analyze client needs and offer personalized solutions in a consultative mitment to continuous professional development, including staying abreast of industry changes and certifications.Previous experience working with a variety of carriers, including Mercury (required) and Safeco, as well as programs like the California FAIR pensation PackageCompensation: Between $65k-$85k (based on experience).Competitive benefits package, paid time off, professional development opportunities, etc.Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionSales, Business Development, and FinanceIndustriesBanking, Financial Services, and InsuranceReferrals increase your chances of interviewing at The Jonus Group by 2xGet notified about new Personal Line Account Manager jobs in Beverly Hills, CA.Client Service Representative - House of Dior, Beverly HillsBeverly Hills, CA $18.00-$23.00 1 week agoLead Customer Solution Center Service RepresentativeLos Angeles, CA $55,245.00-$82,867.00 3 weeks agoBeverly Hills, CA $20.00-$22.00 1 week agoBeverly Hills, CA $23.43-$28.64 19 hours agoClient Experience Coordinator (Long-Term Temporary Assignment) - TopangaClient Services Supervisor (Theaters and Residencies) - AXSLos Angeles, CA $45,000.00-$50,000.00 1 month agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Created: 2025-10-08