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. 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 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 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. #J-18808-Ljbffr