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

Personal Lines Senior Associate Client Rep

positionFarmingville, NY
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

The Jonus Group is a leading insurance brokerage firm seeking a highly skilled Personal Lines Senior Account Manager. This role involves managing client services, delivering renewal messaging, and providing expert recommendations to clients in a dynamic and fast-paced environment.

EmploymentInsuranceRecruiting
Hiring Manager
Mike B.
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Responsibilities

Evaluate exposures and renewal quotes
Review upcoming renewals and determine accounts requiring remarketing
Make informed coverage recommendations to clients
Utilize comparative rater tools to obtain quotes
Handle agency billing transactions where applicable
Obtain signed binding documents and notify carriers
Review binding documents for accuracy
Conduct contract reviews
Expand accounts by cross-selling additional services
Maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsements, cancellations, and proofs of insurance
Organize and attach documents in EPIC
Initiate endorsements, proofs of insurance, and invoices
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 as needed

Qualification

Personal property insuranceProperty & Casualty licenseAgency management systemsMicrosoft ExcelEPIC softwareCustomer service skillsTeam playerProblem-solving skillsAttention to detail

Required

Minimum of 3+ years of experience in personal property and casualty insurance
Comprehensive understanding of insurance coverages
Must hold a valid state Property & Casualty insurance license
Proficiency in Microsoft Excel (formulas, charts, tables), Word, and other MS Office products
Ability to quickly learn and adapt to new technology platforms
Experience with 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
Deep understanding of client requirements, market trends, and industry standards
High attention to detail, organizational skills, and ability to work in a fast-paced environment
Strong problem-solving and critical-thinking abilities

Preferred

Familiarity with EPIC software

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