What are the responsibilities and job description for the Licensed Insurance Account Manager position at JMJ Insurance?
Job Description
Job Description: Personal Lines Account Manager
Location, Suwanee, Georgia
Salary Range: $45,000 - $85,000 a year, including Commission and Bonus
About Us
We are an established insurance agency working with National and Regional Carriers, focused on providing quality personal lines insurance (home, auto, umbrella, renters, flood, and specialty coverage, among others).
Position Overview
The Personal Lines Account Manager is responsible for managing and servicing a book of personal lines insurance clients. This role ensures that clients receive excellent customer service, accurate coverage recommendations, and timely policy management. The Account Manager works closely with producers, carriers, and clients to maintain retention, identify cross-selling opportunities, and resolve service issues.
Benefits
Mon-Fri Schedule
Evenings Off
Hands on Training
Career Growth Opportunities
Work from Home
Health Insurance
Dental Insurance
Vision Insurance
Paid Time Off (PTO)
Responsibilities
Key Responsibilities
Client Service & Retention
o Act as the primary point of contact for assigned personal lines clients.
o Provide responsive and professional service for coverage questions, billing issues, claims assistance, and policy changes.
o Conduct regular account reviews to ensure coverage adequacy and identify coverage gaps.
o Proactively manage renewals to maintain high retention levels.
Policy Management
o Quote, bind, and issue new and renewal policies using carrier systems and comparative raters.
o Process policy endorsements, cancellations, and reinstatements.
o Ensure accurate data entry and documentation in the agency management system (AMS).
o Verify accuracy of policies, endorsements, and invoices received from carriers.
Sales Support & Growth
o Identify opportunities to cross-sell additional personal lines products (home, auto, umbrella, specialty, etc.).
o Support producers in generating new business through quoting and application assistance.
o Providing referrals leads to commercial lines or life/financial services teams when appropriate.
Compliance & Administration
o Maintain up-to-date knowledge of carrier products, underwriting guidelines, and state insurance regulations.
o Follow agency workflows, compliance requirements, and service standards.
o Maintain proper documentation of all client interactions.
Requirements
- A property & Casualty License is required.
- 2 years of Insurance experience required.
- Strong computer and technical skills, including Microsoft Office Suite.
- Detail-oriented with the ability to multitask.
- A team player who is a critical thinker and an out-of-the-box problem solver.
Salary : $45,000 - $85,000