Personal Lines Account Manager

About the Role

As a Personal Lines Account Manager, you'll play a central role in helping clients protect what matters most. You'll serve as a trusted advisor and primary point of contact, providing thoughtful guidance, proactive service, and tailored insurance solutions that support long-term client relationships. In this hybrid, full-time position based in North Easton, MA, you'll manage a personal lines book of business, partner with producers and carrier representatives, and help clients navigate coverage options with confidence. You'll balance relationship management, policy servicing, renewals, and remarketing activities while contributing to retention and agency growth in a collaborative team environment.

Responsibilities

• Deliver exceptional client service by responding to policy inquiries, endorsements, billing questions, renewals, and service requests accurately and efficiently.
• Market and remarket personal lines accounts to identify competitive coverage options, support retention efforts, and strengthen client relationships.
• Analyze existing policies to identify coverage gaps, discount opportunities, and recommendations that align with client needs and risk profiles.
• Quote and service new and existing personal lines business across multiple carrier platforms to provide comprehensive insurance solutions.
• Collaborate with producers and internal team members to support account growth, client satisfaction, and agency objectives.
• Maintain accurate account documentation and policy records within the agency management system to ensure seamless service and compliance.

Qualifications

• Minimum of three years of personal lines insurance or account management experience.
• Active Massachusetts Property & Casualty Insurance License.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office applications, including Outlook and Excel.
• High school diploma or equivalent.
• Ability to work independently, prioritize workload, and meet deadlines with accuracy and attention to detail.
• Authorization to work in the United States without current or future sponsorship.

Preferred Skills

• Experience in Property & Casualty insurance with a concentration in Personal Lines.
• Experience using AMS360 or a similar agency management platform.
• Bachelor's degree.
• Prior experience marketing and remarketing personal lines accounts.
• Familiarity with multiple carrier quoting platforms and comparative rating tools.

Benefits

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge.

• Multiple medical plan options, with preventive care covered at 100%.
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge.
• Employer-paid short-term and long-term disability coverage.
• Paid parental leave.
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave.
• Competitive 401(k) company match.
• Comprehensive dental and vision coverage.
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support.

Pay

Pay range: $55,000—$70,000 USD. Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. Roles may also be eligible for supplemental compensation, such as performance-based bonus, commission, or equity.

About the Company

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business.

Morse Insurance Agency, a Division of Patriot Growth Insurance Services, was founded in 1950 and has proudly served the insurance needs of individuals, families, and businesses throughout Southeastern Massachusetts for over seven decades. 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.