Personal Lines Account Manager

Job Description

Job Description

Welcome to Richard R. Green Insurance Agency Inc, a cornerstone of the Monson community. We believe that insurance is about more than just paperwork; it is about protecting the things that matter most to our neighbors and friends. When you join our team, you are not just an employee filling a seat; you are a vital partner in our mission to provide peace of mind to the families we serve. Our office culture is warm, supportive, and built on the idea that when we help each other, we do our best work for our clients. We are looking for a dedicated Personal Lines Account Manager to help us maintain the high standard of care our community expects. You will be the friendly voice on the phone and the steady hand guiding our clients through their insurance needs. If you enjoy building lasting relationships and take pride in doing a job well, we would love for you to grow your career with us here in Monson.

Responsibilities

Act as the primary point of contact for our existing clients, answering questions regarding their coverage and policy changes.

Review client accounts annually to ensure coverages remain appropriate for their evolving lifestyles.

Process policy endorsements, renewals, and billing inquiries with precision and care.

Support the agency producers by preparing quotes and gathering necessary underwriting information.

Document all client interactions accurately within our internal software systems.

Collaborate with our small, tight-knit team to resolve complex client concerns and claims issues.

Requirements

Active Massachusetts Property & Casualty Insurance License.

Three or more years of experience managing personal lines insurance accounts.

Strong proficiency in Agency Management Systems.

Deep understanding of homeowners and automobile insurance coverages.

Clear and professional written and verbal communication skills.

Ability to manage multiple priorities in an office setting.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Tuition Reimbursement
• Mon-Fri Schedule
• Retirement Plan
• Bonus Opportunities
• Paid on Renewals
• Work-Life Balance
• Paid Holidays Off
• 401(k) Plan
• Professional Development
• Professional Work Environment
• Continuing Education Opportunities
• Team Building Activities
• Equipment Provided
• Office Snacks & Coffee