Personal Lines Account Manager
Goodwin Recruiting
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 youre passionate about delivering great service and growing your skills in a respected insurance agency, we encourage you to apply.
Vacancy posted 2 days ago
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