Personal Lines Account Manager

Personal Lines Account Manager - Georgetown, MA

Join a stable, well-established insurance agency dedicated to delivering exceptional customer service and tailored solutions. This is an exciting opportunity to manage a diverse book of business while making a direct impact on customer retention and team success.

Personal Lines Account Manager Benefits & Compensation

• Competitive compensation based on experience
• Comprehensive health, dental, and vision coverage
• 401(k) with company match
• Paid time off and holidays
• Supportive, team-oriented culture with opportunities for career advancement

Personal Lines Account Manager Requirements & Qualifications

• High school diploma or GED required
• Minimum 3 years of experience in Personal Lines insurance
• Property & Casualty Insurance License required
• Strong written and verbal communication skills
• Proficiency in Microsoft Word, Excel, Access, and PowerPoint
• Ability to exercise sound judgment, maturity, and professionalism in all client and team interactions
• Experience with Epic System is a plus
• Familiarity with cross-selling and upselling insurance products

Personal Lines Account Manager Day-to-Day Responsibilities

• Manage a personal lines book of business, providing proactive, individualized customer service
• Respond promptly and accurately to complex customer inquiries regarding policies, coverages, and claims
• Oversee processing of new policies, renewals, endorsements, and cancellations to ensure accuracy and timeliness
• Maintain and update client and policy information within the agency management system
• Serve as a trusted advisor, helping clients understand their insurance options and guiding them through coverage selections
• Identify opportunities for cross-selling and upselling additional insurance products
• Collaborate with team members and participate in agency meetings to support collective goals
• Ensure all account management activities comply with company policies and regulatory requirements
• Mentor and assist in the training of junior account managers as needed

If you’re passionate about delivering great service and growing your skills in a respected insurance agency, we encourage you to apply.