Personal Lines Account Manager
Summit Bridge Partners
Join a Five-Star Agency with a Focus on Service and Growth!
Our client is seeking a service-oriented, detail-driven Personal Lines Account Manager to join their award-winning team. In this role, you'll manage and service a book of personal lines clients, providing guidance, support, and a personalized experience that builds lasting relationships. This isn't just another agency job. You'll be part of a well-established independent agency that's been recognized as one of the Best Agencies to Work For by the Insurance Journal. They value collaboration, personal development, and employee longevity. What Sets This Agency Apart:- Award-Winning & Locally Respected: Recognized by Insurance Journal as a top place to work, because they invest in their people.
- Proudly Independent: Growing fast with no plans to sell to a larger brokerage.
- Supportive Team Culture: Experienced colleagues who help each other succeed.
- Hybrid Flexibility: After a 3-month onboarding period, enjoy a flexible hybrid work model with 3 days in-office, 2 remote.
- Career Development: Subsidized continuing education and licensing support.
- People Stay: Employees have strong tenure and genuinely love where they work.
- Manage and service a personal lines book (home, auto, umbrella, etc.)
- Handle renewals, policy changes, billing inquiries, endorsements, and cancellations
- Respond to client requests and questions in a timely, professional manner
- Quote new business and re-market renewals as needed
- Maintain organized and accurate records in the agency management system
- Provide coverage advice tailored to client needs and risk profiles
- Work closely with producers, support staff, and carriers
- Stay informed on industry trends and underwriting guidelines
- Active Massachusetts Property & Casualty license (required)
- Minimum of 1 year of personal lines insurance experience within an agency setting
- Experience with Applied Epic or similar AMS is a plus
- Strong communication and interpersonal skills
- Highly organized with attention to detail
- Deadline driven
- Team-oriented with a client-first mindset
Vacancy posted 3 days ago
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