Senior Personal Lines Account Manager

Senior Personal Lines Account Manager - Woburn, Ma

Join a stable, well-established insurance agency dedicated to delivering exceptional customer service and tailored coverage solutions. This is an exciting opportunity for an experienced personal lines professional to manage a higher-volume book of business, make a direct impact on client retention, and serve as a resource to both clients and team members.

Senior Personal Lines Account Manager Benefits & Compensation

• Competitive compensation based on experience - $75k - $90k
• Comprehensive health, dental, and vision coverage
• 401(k) with company match
• Paid time off and holidays
• Tuition reimbursement
• Supportive, team-oriented culture with opportunities for long-term growth

Senior Personal Lines Account Manager Requirements & Qualifications

• High school diploma or GED required
• Minimum 3 years of experience in Personal Lines insurance required
• Property & Casualty Insurance License required
• Strong written and verbal communication skills
• Ability to exercise sound judgment, maturity, and professionalism in all client and team interactions
• Proficiency in Microsoft Word, Excel, Access, and PowerPoint
• Experience with Epic and Singlepoint preferred
• Ability to work independently and manage more complex client service needs
• Prior experience mentoring or supporting junior team members is a plus

Senior Personal Lines Account Manager Day-to-Day Responsibilities

• Manage a higher-volume personal lines book of business, providing proactive and individualized customer service
• Respond promptly and accurately to more complex customer inquiries regarding policies, coverages, billing, and claims-related issues
• Oversee processing of new policies, renewals, endorsements, cancellations, and related documentation 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 recommendations
• Review renewals for accuracy and recommend coverage adjustments where appropriate
• Prepare quotes for new and existing clients as requested
• Communicate with carriers to resolve underwriting, billing, rating, and policy servicing issues
• Handle escalated customer concerns efficiently and professionally, escalating major issues to leadership as needed
• Collaborate with team members and support agency goals through strong service, retention, and cross-sell awareness
• Assist in training and guiding less experienced team members as needed
• Ensure all account management activities comply with company policies and regulatory requirements

If you're an experienced Personal Lines professional looking for a senior-level opportunity with a respected insurance organization, we encourage you to apply.