Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Position Overview: As a Personal Lines Account Manager at this family-owned and operated insurance agency, you will play a vital role in serving clients by providing exceptional insurance solutions. The account manager is responsible for handling all aspects of personal lines insurance accounts, ensuring that clients' needs are met and exceeded. This role offers a fantastic opportunity to join a well-established and reputable insurance agency with a strong commitment to client satisfaction and a collaborative team environment.

Agency Background:
Proudly family-owned and operated insurance agency since 1926, with no intention of selling
Recognized as a Best Practices Agency by the Independent Insurance Agents of America
Voted one of the top 30 agencies for customer service, growth, stability, and financial management by the Massachusetts Association of Insurance Agents
Recipient of the Five Star Award of Distinction
Fosters a collaborative and supportive team environment that values excellence and integrity.

Agency Mission is to meet and exceed the expectations of our clients each and every day

Responsibilities:
Manage personal lines insurance accounts from application to renewal
Account rounding
Work with multiple carriers
Provide excellent customer service, addressing client inquiries and resolving issues
Quote new and renewal business and work with underwriters to secure the best coverage
Utilize EPIC software for account management

Experience and Qualifications:
Required licensure/designations: P&C (Property & Casualty)
Experience in handling standard personal lines accounts with an average premium of $4,000
Preferred 2+ years of experience in a similar role
Highly organized and detailed oriented
Client facing experience
Ability to work independently or as part of a team
Self-starter

JobID 102950
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