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Personal Insurance Account Manager

Paul & Dixon Insurance Agency, Inc.

Job Description

Job Description

Join a Legacy. Make an Impact.   At Paul Dixon Insurance, we're more than just an agency -- we're a team of professionals dedicated to helping families protect the things they love. For over 170 years, our commitment to integrity, client service, and community has made us one of Massachusetts’ most respected independent insurance agencies. Now, we’re looking for a Personal Lines Account Manager (CSR) to help us carry that legacy forward.

Responsibilities

What You'll Do 

  • Deliver prompt, high-quality service to personal lines clients, assisting with insurance products such as home, auto, umbrella, watercraft and similar coverages.
  • Build relationships by helping clients protect the things they love and supporting our community.
  • Process new business, estimate premiums, complete applications and binders, rewrite policies, and provide underwriting info to carriers.
  • Respond to client requests for quotes, account reviews, coverage changes, and new policies — by phone, video, email, and in person.
  • Handle incoming requests from clients, carriers, and third parties, ensuring accuracy and timeliness.
  • Cross-sell policies and actively recommend coverage enhancements at every appropriate service contact.
  • Comply with agency procedures and use office technology.
  • Develop and maintain strong relationships with commercial clients to understand their insurance needs.
  • Provide expert advice on insurance products and risk management strategies.
  • Identify new business opportunities through outside sales efforts.
  • Negotiate policy terms and pricing with clients and underwriters.
  • Collaborate with internal teams to ensure seamless service delivery.
  • Keep abreast of industry trends and regulatory changes affecting commercial insurance.
  • Prepare detailed analysis and reports for clients and management.
  • Represent the agency at community events to enhance our local presence.

Ready to build your career and make a difference?

Please email your resume to Steve Connulty, President, at View email address on us.fitly.work.

Requirements

What We’re Looking For 

  • 1-2 years of insurance service experience preferred.
  • PC license preferred.
  • Self-starter who thrives in a fast-paced, team-oriented environment.
  • Detail-oriented, analytical, and a strong communicator.

Benefits
Paid Time Off (PTO)###Health Insurance###Dental Insurance###Vision Insurance###Disability Insurance###Life Insurance###Parental Leave###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###

Vacancy posted 2 days ago
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