Personal Lines Account Manager (Hybrid)

About the role

We are seeking a dedicated and detail-oriented Personal Lines Account Manager to join our team. This role is responsible for managing a portfolio of personal insurance accounts by delivering proactive client service, supporting renewals and new business activity, and providing thoughtful coverage recommendations to meet client needs.

Professional Responsibilities

• Deliver responsive, high-quality service while serving as a primary point of contact for personal lines clients, addressing policy inquiries, renewals, endorsements, billing questions, and service requests.
• Write and service Personal Lines insurance policies, including quoting new business through multiple carrier platforms to provide comprehensive and competitive coverage options.
• Market and remarket accounts to support client retention, identify competitive coverage opportunities, and help drive agency growth.
• Review and analyze existing client accounts to identify eligible discounts, potential coverage gaps, and value-driven insurance recommendations aligned with client needs.
• Evaluate coverage limits and policy structures to ensure clients are appropriately protected and informed about available options.
• Prepare re-quotes and remarket policies when requested or when coverage, pricing, or client circumstances warrant review.
• Support Producers with sales-related and administrative activities while collaborating with internal team members to achieve departmental and organizational goals.
• Develop and maintain strong professional relationships with clients, carrier representatives, and internal stakeholders to support exceptional service and long-term account success.
• Maintain accurate and timely documentation within the agency management system, ensuring policy information, communications, and account activity remain current.
• Stay informed on industry trends, carrier products, insurance regulations, and best practices through ongoing professional development and continuous learning.

Qualifications and Requirements

• Minimum of three (3) years of relevant personal lines insurance or account management experience required.
• Active Massachusetts Property & Casualty insurance license required.
• Prior experience in Property & Casualty insurance with a focus on the Personal Lines market preferred.
• Working knowledge of AMS360 or comparable agency management systems preferred.
• Proficiency with Microsoft Office applications, including Outlook and Excel, required.
• Bachelor’s degree preferred; High school diploma or equivalent required.
• Strong written and verbal communication skills with the ability to build and maintain professional relationships.
• Highly organized, detail-oriented, and able to manage multiple priorities in a collaborative, fast-paced environment.
• Demonstrated ability to work independently, prioritize workload, and meet deadlines with accuracy and attention to detail.
• Authorized to work in the U.S. without current or future sponsorship.