Personal Lines Account Manager / Client Concierge Job at The Jonus Group, Beaver, PA

MmkvZmJuMmQwL1hCWFA4M3RiekZyOEozaFE9PQ==
  • The Jonus Group
  • Beaver, PA

Job Description

Personal Lines Account Manager / Client ConciergeJob SummaryManage a portfolio of personal lines insurance clients by delivering exceptional service and fostering long-term loyalty. Serve as the primary point of contact for policy inquiries and changes, while also providing concierge-level administrative support to ensure a seamless client experience.ResponsibilitiesGreet and assist visitors and callers with professionalism and urgencyAnswer, screen and direct incoming calls; maintain a courteous telephone presenceOperate and troubleshoot office equipment (scanner, copier, fax, postage machine)Process and distribute incoming mail; assist with typing, mailing and data-entry projectsMaintain a tidy, well-organized reception and office areaPrepare and distribute binders, certificates, ID cards, endorsements, policies and account summariesRate, quote and submit change requests via carrier websites and agency management systemsGenerate invoices and finance agreements; track and report on account balances and expirationsEducate clients on coverage details, exclusions and policy updatesDocument all client interactions, correspondence and policy changes in electronic filesAdhere to agency procedures and E&O guidelinesSupport special projects and provide technical assistance to advisors as neededQualifications/RequirementsActive Pennsylvania P&C (Property & Casualty) insurance licenseProven experience in a client-facing insurance role (virtual and in-person)Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and agency management systemsExceptional verbal and written communication skillsStrong organizational skills with keen attention to detailProfessional appearance and demeanor; high level of integrity and work ethicAbility to handle confidential and sensitive information appropriatelyHigh school diploma or equivalent required; Associate or Bachelor's degree and industry designations preferredDisclaimer: 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-TR1

Job Tags

Work at office,

Similar Jobs

illmatic Logistics

Freight Broker Job at illmatic Logistics

Overview At illmatic Logistics, were creating a modern freight ecosystem where brokers thrive, shippers succeed, and technology empowers execution...  ...skillsCustomer Service and Account Management experienceDispatching experienceStrong communication and negotiation... 

Brookfield Asset Management

Public Securities Group, Investment Operations Associate (Security Master) Job at Brookfield Asset Management

 ...Location Chicago - 110 North Wacker Drive, Suite 2700 Business - Public Securities Brookfield's Public Securities Group serves institutions and individuals seeking the investment advantages of real assets through actively managed listed equity and debt strategies... 

Department of Anthropology

Assistant Professor and Visiting Teaching Faculty (Biological Anthropology) Job at Department of Anthropology

 ...Assistant Professor of Biological Anthropology Job ID 61367 Responsibilities The Department of Anthropology invites applications for a tenure-track Assistant Professor position in Biological Anthropology. We seek a broadly trained biological anthropologist with an... 

MCKEEVER ENTERPRISES INC

Produce Clerk weekend part-time Job at MCKEEVER ENTERPRISES INC

 ...lifting Employee Benefits: ~ Daily Pay Option - Access your earnings when you need them ~ Medical Benefits - Available to full-time team members ~401(k) Program - Plan for your future with our retirement savings program ~ On-the-Job Training - Learn produce... 

Ellicott Center

Registered Nurse (RN) Supervisor Weekends Job at Ellicott Center

 ...requests Ensure safe & clean working environment by implementing rules ®ulations Promote resident confidence by monitoring confidential information processing Manage documentation of resident care services Maintain a cooperative relationship among health...