Personal Lines Account Manger

We are a growing, client-focused independent insurance agency seeking an experienced Personal Lines Account Manager to join our team. This role is ideal for a detail-oriented insurance professional who takes pride in delivering exceptional customer service and building long-term client relationships.

About the Role

As a Personal Lines Account Manager, you will be responsible for managing and servicing a book of personal insurance clients, including auto, homeowners, renters, umbrella, and related personal lines coverage. You’ll act as a trusted advisor, ensuring clients are properly protected while delivering a seamless service experience.

Key Responsibilities

• Manage day-to-day service for a personal lines book of business
• Process policy changes, endorsements, renewals, and new business submissions
• Review policies for accuracy, coverage adequacy, and underwriting compliance
• Handle client inquiries regarding billing, coverage questions, and claims support
• Proactively identify coverage gaps and cross-sell or upsell appropriate products
• Negotiate with carriers and maintain strong carrier relationships
• Maintain accurate documentation and agency management system records
• Ensure compliance with Massachusetts insurance regulations and agency standards
• Build long-term relationships through proactive communication and professionalism

Qualifications

• Massachusetts Property & Casualty Producer License (required)
• 2+ years of personal lines insurance experience (agency side preferred)
• Strong knowledge of personal insurance products and coverage concepts
• Experience working with multiple carriers
• Proficiency with agency management system Applied Epic preferred
• Exceptional communication, organization, and problem-solving skills
• Client-first mindset with strong attention to detail

What We Offer

• Competitive salary plus performance incentives
• Comprehensive benefits package including 401(k)
• Paid time off and holidays
• Hybrid work options
• Supportive team environment with long-term growth opportunities
• Ongoing training and professional development
• Casual work environment with 8-4:30 office hours.

Why Join Us?

We prioritize relationships—both with our clients and within our team. If you’re looking for a stable, respected agency where your expertise is valued and your career can grow, we’d love to connect.