Commercial Insurance Assistant Account Manager

Job Summary

Are you looking for a rewarding opportunity in the insurance industry? If so, a growing agency is looking for a Commercial Insurance Assistant Account Manager to join their team! This integral position provides essential service and support functions, ensuring the smooth operation of the agency. Key responsibilities include assisting account managers, providing support with customer service & account retention, and handling various service activities.

Responsibilities

• Assist in day-to-day account management.
• Address client inquiries, coverage, and policy questions promptly and professionally.
• Handle claims inquiries and facilitate the claims process for clients.
• Cultivate strong client relationships through regular communication and proactive support.
• Act as a reliable point of contact for clients, addressing their needs and concerns.
• Demonstrate a strong understanding of the underwriting process, including new and renewal business.

• Assist in providing quotes for new and renewal business, as needed.
• Maintain accurate and organized client files and documentation.

• Prepare and process policy endorsements, certificates of insurance, and other required documents.
• Assist with policy issuance and ensure all documentation complies with industry standards.
• Collaborate with the sales team to support client acquisition and retention efforts.
• Assist in identifying upsell and cross-sell opportunities for existing clients.
• Participate in the preparation of insurance proposals and presentations.
• Assist in assessing client risk profiles to recommend appropriate coverage options.
• Stay informed about industry regulations and compliance requirements.
• Ensure all client transactions and documentation adhere to industry standards and legal guidelines.
• Play a key role in client retention efforts by delivering exceptional service and building strong client loyalty.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a full knowledge of insurance products and usages.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: EPIC
• At least 2 years of experience as an assistant account manager required. 2+ years preferred.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $50K-$56K (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Hybrid / remote work schedules available.

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.

#LI-CD3

Commercial Lines Account Manager

Job Summary

If you are looking to advance your career with an agency that values your expertise and dedication to exceptional client service, look no further! An established agency is seeking a Commercial Lines Account Manager that will drive account retention and growth while delivering exceptional service. Key responsibilities include managing client accounts, assessing risks, and providing top-tier insurance solutions. 

Responsibilities

• Responsible for servicing a book of business from A-Z, ensuring client satisfaction and retention.

• Handle incoming service requests from clients and promptly address their inquiries or concerns.

• Manage the quoting process for new and renewal business.

• Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
• Review and analyze quotations received from carriers to identify the most suitable options for clients' insurance needs.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Review endorsements to verify accuracy and compliance with clients' insurance requirements.

• Coordinate and order loss runs as needed for client accounts.

• Assist clients during premium audits and handle disputes if necessary.
• Prepare and issue certificates of insurance as required by clients.
• Perform thorough contract reviews to identify insurance requirements and ensure compliance.
• Prepare timely and well-structured binders and invoices upon binding of coverage, including securing premium financing when needed.
• Verify the accuracy of newly issued policies before delivering them to clients.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Prioritize and manage your workload efficiently.
• Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: EPIC
• Previous commercial lines experience is required.
• 3+ years of previous commercial lines experience in an agency setting.
• Demonstrates a proven track record of consistent job tenure in previous roles.
• Previous experience handling a large book of business is preferred.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $65K-$90K (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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.

#LI-TS1

Commercial Insurance Customer Service Representative:                                                

Established insurance agency seeking for a commercial assistant to join our commercial department.  Candidates will have the following qualifications:

Responsibilities:

The Commercial Insurance Customer Service Representative is expected to contribute to the commercial department by assisting the Account Executives through customer service, account retention, general back office support, independent thinking and problem solving.

Qualifications:

1. Ability to work with clients, answer their questions pertaining to their policies, solve any current or outstanding issues and recommend applicable coverage as needed.
2. Perform policy quoting, binding, issuing, new & renewal marketing
3. Experience identifying account rounding opportunities and suggesting applicable coverage
4. Assist multiple producers while working hand in hand with an experienced service team.
5. Developing professional customer service skills

Requirements:

1. 1-3  yr.’s experience working with an independent brokerage or agency
2. Active P&C license
3. Experience working in a team environment
4. Experience working face to face with customers
5. Data Entry and Online quoting experience
6. Provides administrative support and other related services as needed (e.g., input account information into system).
7. Participates in projects/assignments as needed.

#LI-SW1

Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial insurance coverage.

Responsibilities include but are not limited to:

• Servicing a large, established book of business
• Preparing proposals, policy summaries and reviews
• Reviewing applications and contracts for accuracy
• Handling new and renewal business
• Working with multiple carriers, both admitted and non-admitted
• Retention for all accounts assigned

The ideal candidate will have the following qualifications:

• Deep understanding of multiple lines of commercial coverage
• Prior experience in a client facing role, building and maintaining relationships 
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues
• Experience working in an independent brokerage setting.
• P&C license preferred.

Broker offers a competitive salary and additional incentives, a comprehensive benefits package, 401(k) Great potential for career growth.

#LI-IP1

ABOUT US:

The Jonus Group is a specialized insurance staffing firm that connects top talent with industry-leading clients. We are seeking an experienced Large Contract Surety Underwriter to join our A-Rated international client’s team.

COMPENSATION:

• $150,000 - $210,000/year
• Annual Bonus
• 401(k) with company match
• Full medical benefits
• Professional development and career growth opportunities.

REQUIREMENTS:

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Minimum of 5-7 years of contract surety underwriting experience, preferably with large contract accounts.
• Strong knowledge of financial analysis, credit risk assessment, and construction industry dynamics.
• Excellent negotiation, communication, and relationship management skills.
• Ability to work independently and collaboratively within a team-oriented environment.
• Strong decision-making skills with a results-driven approach.

RESPONSIBILITIES:

1. Underwrite and manage a portfolio of large contract surety accounts, ensuring compliance with underwriting guidelines and risk appetite.

2. Analyze financial statements, credit reports, and other relevant data to assess risk and make informed underwriting decisions.

3. Evaluate contractors’ financial strength, management capabilities, and operational history to determine surety bond eligibility.

4. Collaborate with brokers, agents, and internal stakeholders to structure competitive and profitable surety bond programs.

5. Develop and maintain strong relationships with key industry players, including brokers, agents, and construction firms.

6. Monitor market trends, industry developments, and regulatory changes affecting the surety business.

#LI-PF1

Personal Insurance Producer

Established Agency seeking experienced producer with a hunter mentality. Must have comprehensive understanding of P&C Insurance, be a networking rock star, and demonstrate a clear ability to recognize broker needs.
 
The ideal candidate will have the following qualifications:

• Comfortable thinking outside the box and overcoming obstacles.
• Consultative sales.
• Prior sales experience.
• Must possess excellent communication skills, including telephone etiquette. 
• Ability to travel within their assigned territory
• Work independently and as part of a team to drive agency revenue.
• Apply problem solving techniques to various issues.
• Ability to work with multiple carriers & grow broker network.
• Must carry an active P&C license.

#LI-BJ1

A leading P&C insurance carrier is seeking a Controller to join their team. This individual will oversee activities of the Corporate Accounting Department for the accurate and timely dissemination of financial management reports including internal and external monthly financial statements, financial planning and analysis (FP&A) activities, and annual audits and annual budget.  The individual will also oversee activities of the Premium Accounting Department for the timely processing of all cash receipts, refund and commission payments. 

Requirements

• Bachelor’s degree in accounting or related area required.
• Certified Public Accountant (CPA license) preferred.
• MBA and/or Master of Accounting is highly valued.
• Must have at least 7 years of accounting experience, at least 5- years of Property and Casualty insurance accounting experience, and at least 4 on a supervisory role.
• Must have in-depth understanding of industry specific accounting rules and regulations. Thorough understanding of statutory accounting practices a must.
• Strong conceptual understanding and practical knowledge of GAAP and regulatory accounting principles.
• Must be proficient in Microsoft Office-Excel, PowerPoint and Word.
• Must possess strong managerial and interpersonal skills with proven supervisory record.
• Must possess strong analytical skills; strategic, problem solving and management skills.
• Strong general ledger, financial statements, yellow books, FP&A, investments, income tax and treasury management knowledge.
• Proficient computer knowledge-specifically with spreadsheets (hardware and software).
• Strong knowledge of financial information systems. Crystal reporting experience a plus.
• Ability to take ownership of assigned areas and projects, as well as the ability to work well under pressure.
• Must be able to interface effectively and professionally with all levels of personnel.
• Attention to detail; strong organizational skills.

Salary/Benefits

• $155K-$165K/year (based on experience)
• Annual Bonus
• PTO 
• Full Health Benefits 
• Location: Sarasota, FL

#LI-ET1

Personal Insurance Account Manager 

Salary: $60-70k

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service.

Qualifications:

• Previous experience working with personal lines coverage in a brokerage/agency setting.
• Experience maintaining client relationships.

• Negotiate with carrier underwriters on behalf of clients for best rates.

• Ability to handle new and renewal submission. 
• Prior experience quoting binding and issuing policies.
• Experience working with multiple carriers and rating systems.

• Overall account management.

Requirements:

• Proven customer service and sales skills.
• Agency Management system experience (AMS 360 preferred)
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

#LI-EZ1