Personal Lines Account Manager

Job Description

Job Description

At Almeida & Carlson Insurance Agency, we believe that insurance is about more than just policies and premiumsit is about providing peace of mind to our neighbors. We have spent years building a reputation based on trust, transparency, and a deeply personal approach to protection. As we continue to serve our growing community, we are looking for a dedicated Personal Lines Account Manager to join our office. You will be the friendly face and steady hand our clients rely on when life throws them a curveball. We aren't looking for someone to just process paperwork; we want a thoughtful advocate who genuinely cares about helping people safeguard their homes and families. You will find that our office is a place where your professional expertise is valued and your contributions directly impact the lives of those we serve. If you enjoy solving problems, connecting with people, and working in a supportive environment where everyone pulls together to do the right thing, you will feel right at home with us.

Annual Base Salary + Commission

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Time Off (PTO)

Disability Insurance

Tuition Reimbursement

Mon-Fri Schedule

Act as the primary point of contact for our existing clients, answering questions and resolving coverage concerns with care.

Review upcoming policy renewals to ensure our clients have the best coverage options available for their unique situations.

Process policy changes, endorsements, and billing inquiries accurately and efficiently.

Maintain organized and thorough documentation in our client files to ensure we always provide informed service.

Collaborate with our insurance carriers to negotiate terms and solve complex coverage issues on behalf of our policyholders.

Build and maintain lasting relationships with clients through regular, proactive communication and genuine interest in their well-being.

Active Massachusetts Property & Casualty Producer License.

Two or more years of experience managing personal lines insurance accounts.

Solid understanding of home and auto insurance policy structures.

Strong command of agency management systems and Microsoft Office suite.

Exceptional attention to detail and ability to prioritize competing tasks effectively.

Willingness to pursue continuing education credits to maintain licensure.