Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join an established insurance agency with a long-standing history of success in the industry. This role is responsible for managing a portfolio of personal lines accounts while delivering exceptional service and fostering strong client relationships. The organization offers a supportive, growth-oriented environment with a focus on long-term stability and professional development.

Compensation Package

• Salary Range: $50,000 - $75,000 (commensurate with experience)
• Benefits: Comprehensive health benefits
• Remote Work: One day per week work-from-home option (rotating schedule) after a 90-day probationary period
• Other Perks: Modern office environment with ergonomic workstations

Responsibilities

• Provide full-service account management for personal lines clients, including quoting, binding, and servicing policies.
• Manage an alpha-split book of standard personal lines accounts, including home, auto, umbrella, and other policies, with premiums up to $15,000 (average account size: $4,000).
• Handle new business and renewal quoting, ensuring accuracy and timeliness.
• Build and maintain strong relationships with clients, carriers, and internal team members.
• Identify opportunities for account rounding and cross-selling to meet client needs.
• Utilize AMS360 software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Experience: Minimum of 2 years of experience in an independent insurance agency (open to candidates with captive agency experience).
• Licensure: Property & Casualty (P&C) license preferred; must obtain within 90 days of hire if not already licensed.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Client Service Skills: Strong interpersonal and communication skills, with a client-focused approach.
• Organizational Skills: Ability to manage multiple accounts and prioritize tasks effectively.
• Work Ethic: Self-motivated, detail-oriented, and committed to delivering high-quality service.

#LI-BH1

Job Title: Insurance Defense Paralegal

Job Summary

Seeking a dedicated and detail-oriented Insurance Defense Paralegal to provide critical support to attorneys specializing in insurance defense litigation. Responsibilities include managing case files, conducting research, preparing legal documents, and ensuring timely compliance with deadlines. This is an opportunity for a professional with a strong paralegal background who values collaboration, accuracy, and efficiency.

Responsibilities

• Assist attorneys in all phases of insurance defense litigation, including pleadings, discovery, and trial preparation.
• Review and analyze medical records, insurance policies, and other case-related documents.
• Conduct legal research and draft memoranda, reports, and correspondence.
• Coordinate and manage the discovery process, including preparing and responding to interrogatories, document requests, and deposition summaries.
• Schedule depositions, hearings, trials, and other legal proceedings while ensuring appropriate filing with the court system.
• Maintain and organize electronic and physical case files for accessibility, accuracy, and compliance.
• Interface with clients, experts, opposing counsel, and court personnel professionally and effectively.
• Monitor court deadlines and maintain an accurate litigation calendar in coordination with attorneys.
• Assist in trial preparation, including the creation of witness lists, exhibits, and trial presentation materials.
• Ensure compliance with applicable federal, state, and local rules and professional standards.

Qualifications/Requirements

• Education: Associate’s degree, bachelor’s degree, or Paralegal Certification from an ABA-approved program.
• Experience: Minimum of 2-3 years of experience as a paralegal, preferably in insurance defense or civil litigation.
• Strong understanding of legal terminology and insurance defense procedures.
• Proficiency in legal research platforms (e.g., Westlaw, LexisNexis) and litigation software.
• High-level competency with Microsoft Office Suite (Word, Excel, Outlook, etc.) and familiarity with case management systems.
• Exceptional organizational and multitasking skills with acute attention to detail.
• Excellent written and verbal communication skills; ability to interact with diverse stakeholders effectively.
• Proven ability to maintain confidentiality and handle sensitive information with discretion and professionalism.
• Self-motivated, adaptable, and able to work independently as well as collaboratively in a team-oriented environment.

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-ET1

• $70K - $85K Annually (based on experience)
• Annual bonus potential
• Flex schedule and ability to work remotely
• 401k Plan
• Health and Dental Plan
• Generous PTO 

 #LI-PR1 

#LI-ET1

Commercial Lines Account Manager – New Business

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a growing team. This role focuses on managing new business leads, writing policies, and servicing accounts for small to mid-market clients. The ideal candidate will have a client-first mentality, a strong understanding of commercial insurance, and a passion for providing exceptional service. This is a remote position, offering flexibility and the opportunity to work with a team that values collaboration and client satisfaction.

Compensation Package

• Salary: $65,000 - $75,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service new business accounts, focusing on small to mid-market clients.
• Handle renewals, marketing, quoting, changes, endorsements, and certificates of insurance (COIs).
• Work with a variety of accounts, including nonprofits, farms, agriculture, commercial properties, apartment buildings, and independent contractors.
• Build and maintain strong relationships with clients, ensuring their needs are met with a client-first approach.
• Collaborate with the Commercial Lines Department Manager and team to support the agency's growth and service goals.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license (California).
• Experience:
  • 3-5 years of experience in commercial lines account management.
  • Experience working with nonprofit accounts is highly preferred.
• Technical Skills: Familiarity with HawkSoft software is a plus but not required.
• Soft Skills:
  • Strong attention to detail.
  • Excellent communication and interpersonal skills.
  • A positive personality and ability to work well in a team-oriented environment.
  • Client-first mentality with a focus on delivering exceptional service.
  • Ability to manage multiple tasks and prioritize effectively.

#LI-CW5

• Previous experience working with personal lines coverages 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.

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

#LI-BJ1

Commercial Lines Account Manager

Location: Pittsburgh, PA
Schedule: Hybrid (3 Days In-Office / 2 Days Remote)
Employment Type: Full-Time

About the Opportunity

The Jonus Group is seeking an experienced Commercial Lines Account Manager to join a well-established and growing insurance organization in Pittsburgh, PA.

This opportunity is ideal for an insurance professional with a strong background managing larger, more complex commercial accounts who enjoys building client relationships, providing exceptional service, and working collaboratively with a team of insurance professionals.

Key Responsibilities

• Manage and service a portfolio of middle-market and large commercial insurance accounts.

• Handle daily account servicing, including renewals, endorsements, certificates of insurance, and policy changes.

• Review insurance coverage and identify potential gaps or opportunities to improve client protection.

• Partner with producers, account executives, and carrier representatives to deliver comprehensive insurance solutions.

• Coordinate renewal marketing, prepare proposals, and assist with carrier negotiations.

• Maintain strong client relationships through proactive communication and exceptional customer service.

• Ensure accuracy of policy documentation and compliance with agency procedures.

Qualifications

• 5+ years of Commercial Lines Account Management experience, preferably within an independent insurance agency or brokerage.

• Experience managing larger, complex commercial accounts and sophisticated coverage needs.

• Strong knowledge of commercial insurance products, including General Liability, Property, Commercial Auto, Workers' Compensation, Umbrella, and related coverages.

• Active Property & Casualty insurance license preferred.

• Excellent communication, organization, and client relationship management skills.

• Demonstrated professional stability and consistent experience within the commercial insurance industry.

• Ability to work collaboratively in a hybrid environment, with 3 days onsite and 2 days remote.

Interested in Learning More?

If you're an experienced Commercial Lines Account Manager looking to take the next step in your career, we'd love to connect.

Apply today to explore this opportunity!

#LI-MT1

Commercial Lines Account Manager

Location: Dublin, OH
Schedule: Hybrid (3 Days In-Office / 2 Days Remote)
Employment Type: Full-Time

About the Opportunity

The Jonus Group is seeking an experienced Commercial Lines Account Manager to join a well-established and growing insurance organization in Dublin, OH

This opportunity is ideal for an insurance professional with a strong background managing larger, more complex commercial accounts who enjoys building client relationships, providing exceptional service, and working collaboratively with a team of insurance professionals.

Key Responsibilities

• Manage and service a portfolio of middle-market and large commercial insurance accounts.

• Handle daily account servicing, including renewals, endorsements, certificates of insurance, and policy changes.

• Review insurance coverage and identify potential gaps or opportunities to improve client protection.

• Partner with producers, account executives, and carrier representatives to deliver comprehensive insurance solutions.

• Coordinate renewal marketing, prepare proposals, and assist with carrier negotiations.

• Maintain strong client relationships through proactive communication and exceptional customer service.

• Ensure accuracy of policy documentation and compliance with agency procedures.

Qualifications

• 5+ years of Commercial Lines Account Management experience, preferably within an independent insurance agency or brokerage.

• Experience managing larger, complex commercial accounts and sophisticated coverage needs.

• Strong knowledge of commercial insurance products, including General Liability, Property, Commercial Auto, Workers' Compensation, Umbrella, and related coverages.

• Active Property & Casualty insurance license preferred.

• Excellent communication, organization, and client relationship management skills.

• Demonstrated professional stability and consistent experience within the commercial insurance industry.

• Ability to work collaboratively in a hybrid environment, with 3 days onsite and 2 days remote.

Interested in Learning More?

If you're an experienced Commercial Lines Account Manager looking to take the next step in your career, we'd love to connect.

Apply today to explore this opportunity!

#LI-MT1

Job Title: Personal Lines Account Representative

Job Summary

A dedicated and detail-oriented Personal Lines Account Representative is needed to join a dynamic team. This role involves providing exceptional customer service, managing personal lines insurance accounts, and supporting client satisfaction and retention efforts. The position requires a professional with strong multitasking, communication, and problem-solving skills.

Responsibilities

• Build and maintain strong relationships with personal lines clients by addressing inquiries, resolving issues, and providing tailored insurance solutions.
• Manage client accounts, including policy renewals, changes, cancellations, and new business processing.
• Verify the accuracy of client information and documentation to ensure compliance with company policies and regulatory guidelines.
• Identify opportunities to cross-sell or up-sell additional insurance products to meet clients’ needs.
• Collaborate with underwriters, carriers, and team members to resolve coverage or claims-related issues.
• Maintain accurate records of client interactions and account activities using customer relationship management (CRM) software.
• Stay updated on company products, services, and industry trends to provide informed recommendations.
• Support the Account Manager or other team members with administrative duties as needed to maintain smooth operations.

Qualifications/Requirements

• High school diploma or GED required; associate's or bachelor's degree in business, finance, or a related field is a plus.
• 1-3 years of experience in insurance, customer service, or account management preferred.
• Proven ability to handle multiple accounts efficiently, prioritize tasks, and meet deadlines.
• Strong verbal and written communication, active listening, and interpersonal skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM software; familiarity with insurance-specific software is a plus.
• Solid understanding of personal lines insurance products and policies.
• Licensed in property and casualty insurance or willingness to obtain licensure within a designated timeframe upon hire.
• Ability to work independently as well as collaboratively in a team-oriented environment.

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.

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