Personal Lines Account Manager

About the Company

THIS IS TRULY A FANTASTIC OPPORTUNITY! Join our welcoming and collaborative team as a Personal Lines Account Manager! In this role, you’ll be the trusted advisor for our valued personal insurance clients, fostering long-term relationships in a supportive, friendly environment. We pride ourselves on a positive workplace culture where teamwork, respect, and professional growth are encouraged. If you enjoy helping people and thrive in a client-focused setting, we’d love to meet you!

About the Role

As a Personal Lines Account Manager, you will manage an assigned book of personal lines insurance accounts, including auto, homeowners, renters, and other related policies.

Responsibilities

• Manage an assigned book of personal lines insurance accounts, including auto, homeowners, renters, and other related policies.
• Provide exceptional day-to-day client service, responding to inquiries and resolving issues with a warm, solutions-oriented approach.
• Process policy changes, endorsements, renewals, and cancellations accurately and efficiently.
• Educate and advise clients on coverage options, policy features, and risk management best practices.
• Partner with insurance carriers to obtain quotes, negotiate terms, and ensure favorable client outcomes.
• Review policy documents for accuracy and completeness before delivering them to clients.
• Maintain accurate records in the agency management system.
• Identify opportunities for account rounding and cross-selling additional insurance products.
• Stay up-to-date on industry trends, carrier guidelines, and regulatory requirements.
• Collaborate with producers, underwriters, and fellow team members in a cooperative and supportive manner to ensure client satisfaction and retention.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• State insurance license (Property & Casualty) required or must be obtained within a specified period.
• 2+ years of experience in personal lines insurance, agency, or a related field preferred.
• Exceptional customer service and interpersonal skills.
• Strong written and verbal communication abilities.
• Proficiency in agency management systems and Microsoft Office Suite.
• Detail-oriented with excellent organizational and time-management skills.
• Ability to work independently and as part of a team in a fast-paced, positive environment.

Required Skills

• Exceptional customer service and interpersonal skills.
• Strong written and verbal communication abilities.
• Proficiency in agency management systems and Microsoft Office Suite.
• Detail-oriented with excellent organizational and time-management skills.
• Ability to work independently and as part of a team in a fast-paced, positive environment.

Preferred Skills

• 2+ years of experience in personal lines insurance, agency, or a related field preferred.

Pay range and compensation package

Competitive salary commensurate with experience, plus a comprehensive benefits package.

Equal Opportunity Statement

We’re excited to welcome a new team member who shares our commitment to outstanding service and enjoys working in a friendly, people-first environment. We look forward to hearing from you!

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Job Types: Full-time, Permanent

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Work Location: Hybrid remote in Quincy, MA 02169

Application settings

Application method: Email

Require resume: Yes

Application updates: [email protected]

Candidates contact you (email): Yes, at email address provided

Accommodations req