Personal Lines Insurance Account Specialist

1 week ago


Wakefield, Massachusetts, United States Criterion Executive Search Full time
Position Overview

Our client, a dynamic and innovative insurance firm recognized as one of the fastest-growing brokers in the United States, is in search of a dedicated and customer-oriented Personal Lines Account Manager to enhance their operations.

As a Personal Lines Account Manager, your primary responsibility will be to effectively oversee a diverse portfolio of personal lines insurance. This role requires a strong commitment to delivering exceptional service while ensuring operational efficiency.


Key Responsibilities:
  • Oversee a diverse portfolio of Personal Lines Insurance, ensuring accuracy and timely management.
  • Foster client loyalty through outstanding service, professional communication, and management of renewals, service requests, claims, billing, and new policy implementations.
  • Maintain a comprehensive understanding of market trends, underwriting guidelines, and operational procedures.
  • Conduct thorough reviews of applications, policies, endorsements, and audits for accuracy, perform detailed loss/claim analyses, and manage renewal expiration lists.

Required Qualifications:
  • Bachelor's degree or equivalent professional experience.
  • A minimum of 3 years of relevant experience in the insurance sector.
  • Possession of a valid Property & Casualty License, along with a valid driver's license and insurance coverage.
  • Strong proficiency in administrative functions, including Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with agency management software (e.g., Applied/Epic).
  • Ability to work both independently and collaboratively, demonstrating strong multitasking and problem-solving skills, along with a professional demeanor and a commitment to maintaining a positive work environment.

This position offers a competitive salary along with a comprehensive benefits package, including health insurance to support your well-being and a generous paid time off (PTO) policy to promote work-life balance. Additionally, the organization provides a 401K matching program to assist in your long-term financial planning.



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