Personal Lines Account Manager

About Morse Insurance Agency, a Division of Patriot Growth Insurance Services: Founded in 1950, Morse Insurance has proudly served the insurance needs of individuals, families, and businesses throughout Southeastern Massachusetts for over seven decades. We’re committed to delivering trusted, personalized insurance solutions built on long-standing relationships and local expertise. Morse takes a consultative approach with every client, investing the time to understand their unique circumstances and deliver comprehensive coverage tailored to their specific needs. Our experienced team partners with a broad network of local, regional, and national insurance carriers to provide reliable, competitive, and well-crafted coverage options. At Morse, we combine deep industry knowledge with a community-focused mindset, making us a trusted insurance resource right here in Southeastern Massachusetts.

Position Overview: We are seeking a dedicated and detail-oriented insurance professional to join our team as a Personal Lines Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts and ensuring all client insurance needs are met. If you thrive in a fast-paced, collaborative team environment and you’re passionate about delivering outstanding customer service, then we want to speak with you!

Work Location: This is an in-person position working out of our North Easton, MA office.

Professional Responsibilities

• Write and service Personal Lines insurance policies, including quoting new business using multiple carrier platforms to present comprehensive and competitive coverage options.
• Actively market and remarket accounts to drive business growth, expand opportunities, and attract new clients.
• Serve as the primary point of contact for all incoming service requests from existing clients, including renewals, policy changes, and general inquiries, while consistently delivering exceptional customer service.
• Review and analyze existing client accounts to identify eligible discounts and provide thoughtful, value-driven coverage recommendations.
• Evaluate coverage limits to ensure clients are adequately and appropriately insured based on their individual needs.
• Prepare re-quotes and remarket Personal Lines policies when requested or when it is in the client’s best interest.
• Provide sales and administrative support to Producers and collaborate with team members to achieve departmental and organizational goals.
• Develop and maintain strong, professional relationships with insurance carriers and clients.
• Accurately document and maintain all client records within the Agency Management System (AMS).
• Stay current on industry trends, products, and regulatory requirements, demonstrating a commitment to ongoing professional development and continuous learning.

Qualifications And Requirements

• A Bachelor’s degree is preferred; High school diploma or equivalent required.
• Minimum of three (3) years of relevant experience required.
• Prior experience in Property & Casualty (P&C) insurance with a focus on the Personal Lines market preferred.
• Active MA Property & Casualty insurance license required.
• Working knowledge of AMS360 or comparable agency management systems a plus.
• Proficiency with Microsoft Office applications, including Outlook and Excel.
• Excellent verbal and written communication skills, with strong interpersonal abilities.
• Highly organized, detail oriented, and able to work effectively in a collaborative team environment.
• Demonstrated ability to manage workload independently, prioritize tasks, and meet deadlines.
• Authorized to work in the US without current or future sponsorship.

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and across 48 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Why join us: We offer you the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company Paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company Paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Compensation Range: $55,000 - $70,000 base salary, dependent upon candidate experience.

• A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.