Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client-Focused Personal Lines Account Manager

$70k - $80k

Cross Insurance

The Cross Family of Agencies welcomes you. We need your talent and expertise.Personal Lines Account ManagerThe selected employee will provide quality service to assigned personal insurance accounts.Specific ResponsibilitiesReview and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.Develop and maintain relationships with clients to ensure that all service needs are met.Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.Gather information from clients and prepare applications regarding new and/or renewal coverage.Prepare policy quotes based on client’s needs, rates and coverages.Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.Maintain the accuracy of data in the agency management system.May handle collections of premiums due.Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.Other responsibilities as assigned by Manager.QualificationsExperience servicing personal accounts within an insurance agency.Thorough knowledge of personal lines coverages and markets.Experience with an electronic agency management system.Producer’s license.Experience with Excel and WordExcellent organizational, interpersonal, communication skills and ability to work in a team environmentCompensation: The base salary range for this role is $70,000–$80,000 annually Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.DISCLAIMER :It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #J-18808-Ljbffr

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Client-Focused Personal Lines Account Manager in Wellesley, MA vacancy
  • $70k - $80k

    LEI Cross Financial Corp in Chicago seeks a Personal Lines Account Manager to review personal accounts and develop client relationships for effective service. The role involves preparing policy quotes and maintaining data accuracy in the agency management system. Qualifications... 
    Suggested

    LEI Cross Financial Corp

    Wellesley, MA
    3 days ago
  • $65k - $80k

    Atlantic Group is hiring a Personal Lines Account Manager in Norfolk County, MA. The role involves managing personal insurance accounts, providing client relationship management, and ensuring operational accuracy. The ideal candidate should have strong communication skills... 
    Suggested

    Atlantic Group

    Wellesley, MA
    4 days ago
  •  ...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... 
    Suggested
    Work at office
    Remote work
    Flexible hours

    Summit Bridge Partners

    Wellesley Hills, MA
    21 hours ago
  • RP Solutions, a growing independent insurance agency in Boston, is seeking a Personal Lines Account Manager. In this client-facing role, you will manage personal lines accounts, handle renewals and inquiries, and ensure accurate client communication. Qualified candidates... 
    Suggested

    RP Solutions

    Boston, MA
    3 days ago
  •  ...leading insurance company is seeking a Personal Insurance Account Manager to work remotely in Boston. The role...  ...insurance accounts, ensuring clients get excellent service and the right...  ...least 2 years of experience in personal lines insurance. Competitive salary with professional... 
    Suggested
    Remote work

    PRG Inc

    Boston, MA
    1 day ago
  • $100k

     ...This Customer Success Manager works to cultivate customers...  ...advisor. The key focus is to proactively work...  ...NHS / public-sector client base. The ideal candidate...  ...within Existing Accounts: Identify and qualify...  ...service excellence. Be personable and display empathy, establish... 
    Full time
    Remote work

    OpenClinica LLC

    Needham Heights, MA
    10 days ago
  • $94.5k - $141.8k

     ..., disability, absence management, life, supplemental health...  ...do: The Senior Client Relationship Executive...  .... This position is focused on internal and external...  .... Specific Accountabilities Establishes and...  ...clients in the form of: in person meetings, scheduled call... 
    Work experience placement
    Local area
    Immediate start
    Home office
    Flexible hours

    Sun Life Financial

    Wellesley Hills, MA
    21 hours ago
  • $94.5k - $141.8k

     ...vision, disability, absence management, life, supplemental health,...  ...Opportunity The Senior Client Relationship Executive is a...  ...strategic, revenue-driving role focused on managing and growing...  ...Operate with discipline and accountability Manage client activity... 
    Local area
    Flexible hours

    Sun Life

    Wellesley, MA
    3 days ago
  •  ...replication, matching, master data management, analytics, governance, and strategy...  ...their data. The Role The Client Account Executive role focuses exclusively on formulating and executing...  ...Effectively conducting sales both in person and via phone/web with high‑level industry... 
    Full time
    Contract work
    Remote work

    Syniti

    Boston, MA
    21 hours ago
  • $66k - $123.1k

     ...Remote position Personal Lines Motorsports Account Manager Our not-so-secret sauce. Award-winning...  ...how you can thrive as a Private Client Advisor at Marsh McLennan Agency (MMA...  ...interested in joining our client-focused teams. Marsh McLennan and its affiliates... 
    Minimum wage
    Local area
    Remote work
    Night shift

    Marsh LLC

    Southborough, MA
    5 days ago
  • $55k - $75k

     ...OVERVIEW Alera Group is looking for a Personal Lines Property & Casualty Account Manager to join our team. We are seeking highly motivated colleagues...  ...broker of US business. We are passionate about our clients' success in the areas of Employee Benefits, Property... 
    Base plus commission
    Work at office
    Local area

    Alera Group, Inc.

    Needham Heights, MA
    4 days ago
  •  ...decisions to improve their risk management outcomes, modernize their...  ...the U.K. World specializes in personal and commercial insurance, surety...  ...and/or direction, leads client service including all primary...  ...renewals and determine which accounts warrant remarket Make coverage... 
    Contract work
    Temporary work
    Work experience placement

    World Insurance Associates, LLC.

    Needham Heights, MA
    3 days ago
  •  ...Insurance Associates, LLC. is seeking a client service professional in Needham, Massachusetts...  ...have over 3 years of experience in personal property and casualty insurance....  ...relationships and ensuring accuracy in client accounts. #J-18808-Ljbffr World Insurance Associates... 

    World Insurance Associates, LLC.

    Needham Heights, MA
    21 hours ago
  •  ...A leading insurance agency in Massachusetts is seeking a Personal Lines Account Manager to join their team. This role involves managing day-to-day personal insurance needs of clients, advising on coverage, and maintaining excellent communication. The ideal candidate will... 

    Deland, Gibson Insurance Associates

    Westwood, MA
    14 hours ago
  • A leading insurance agency is seeking a Personal Lines Account Manager to provide exceptional service to clients. This fully remote position requires at least two years...  ...to manage multiple carrier accounts. The role focuses on enhancing customer satisfaction through effective... 
    Remote work

    Egroup Us

    Boston, MA
    4 days ago
  •  ...in the D,G family of clients, community and coworkers...  ...increase your bottom line – Contact Deland, Gibson...  ...with customers Time management and prioritization skills...  ...Self‑motivation and accountability to get the job done An...  ...business sales for Personal, Commercial, Benefits... 
    Work experience placement
    Flexible hours

    Deland, Gibson Insurance Associates

    Wellesley, MA
    3 days ago
  • $65k - $85k

     ...Personal Insurance Account Manager – Remote This range is provided by PRG. Your actual...  .../yr – $85,000.00/yr Our client is looking for a dedicated...  ...and detail-oriented Personal Lines Account Manager to join...  ...personal lines insurance, with a focus on account management. ~... 
    Work at office
    Remote work

    PRG Inc

    Boston, MA
    4 days ago
  •  ...Seeking a hybrid Personal Lines UHNW & Family Office SR Account Manager for a top 5 national retail broker located in Dedham, MA or...  ...main responsibility is to manage daily client service needs for a designated book of business focused on family office/UHNW accounts with 50... 
    Work at office
    Remote work
    2 days per week

    The Demarco Group

    Boston, MA
    21 hours ago
  • $65k - $80k

    Job Overview - Personal Lines Account Manager Compensation: $65,000 - $80,000/year + bonus Location: Norfolk County, MA Atlantic Group is hiring...  ...Personal Lines Account Manager in Norfolk County, MA for our client, supporting personal insurance accounts, client... 

    Atlantic Group

    Wellesley, MA
    4 days ago
  • Position: RCM Account Executive, Client Sales Location: Remote Job Id: 1150 # of Openings: 1 Job Title...  ...expansion opportunities, and lead/manage upsell pursuits within your accounts....  ...depth perception, and ability to adjust focus. EEO Statement RevSpring is an equal... 
    Contract work
    Remote work

    GoTo Meeting

    Boston, MA
    3 days ago
  • $80k - $110k

     ...The Senior Account Manager will serve as the primary point of contact for assigned clients and will be responsible for managing and growing...  ...opportunities for personal and career development. Support...  ...data-driven strategy and brand-focused creative. We partner with diverse... 
    Temporary work
    Summer work
    Work at office
    Local area
    Remote work

    829 Studios

    Boston, MA
    4 days ago
  •  ...Job Description Personal Insurance Account Manager Established agency seeking an outgoing,...  ...exceptional customer service for personal lines customers. Qualifications:...  ...setting. Experience in maintaining client relationships. Negotiate with carrier... 

    The Jonus Group

    Boston, MA
    2 days ago
  • $130k - $180k

     ...right creators, execute fully managed campaigns, and drive...  ...position: As a Senior Client Success Manager , you will own...  ...business. Develop and maintain account maps that identify key stakeholders...  ...resourceful, solution-focused, and positive-removing roadblocks... 
    Permanent employment
    Local area
    Remote work

    Later

    Boston, MA
    4 days ago
  •  ...Amynta Group is seeking a Senior Account Manager for a fully remote position. This role involves supporting existing clients, driving sales of ancillary products, and ensuring...  ...Join us and become a part of a dynamic team focused on innovative insurance solutions. #J-1880... 
    Remote work

    Amynta Group

    Boston, MA
    15 hours ago
  • Atlantic Group is seeking a Personal Lines Insurance Account Manager in Hillsborough County, NH. This role focuses on supporting client service, policy management, and business development within an insurance agency. Responsibilities include managing a personal lines book... 

    Atlantic Group

    Boston, MA
    1 day ago
  • A well-established insurance agency is seeking an Account Manager for their Commercial Lines team in Maryland. The role involves advising clients on coverage and risk strategies while maintaining effective communication with insurance partners. The ideal candidate should... 

    Deland, Gibson Insurance Associates

    Wellesley, MA
    1 day ago
  • $60k - $70k

    Job Overview - Personal Lines Insurance Account Manager Compensation: $60,000 - $70,000/year + bonus Location:...  ...in Hillsborough County, NH for our client, supporting client service, policy...  ...insurance agency environment. This role focuses on managing a personal lines book... 
    Work at office
    Monday to Friday

    Atlantic Group

    Boston, MA
    1 day ago
  • KLR is seeking a Senior Tax Manager to lead our Private Client Services team in Boston, providing technical planning and advisory for high-net-worth...  ...candidate has over 8 years of experience in public accounting, especially with individual taxation, and will mentor a... 
    Flexible hours

    KLR

    Boston, MA
    3 days ago
  •  ...firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical planning and...  ...hybrid environment. With over 4 years of experience in public accounting preferred, this position emphasizes excellent communication skills... 
    Flexible hours

    KLR

    Boston, MA
    21 hours ago
  • BrightView is seeking an Account Manager in Boston, Massachusetts, to serve as the primary contact for landscape maintenance clients. This role focuses on building long-term relationships, ensuring client satisfaction, and overseeing field operations to meet business goals... 

    BrightView

    Boston, MA
    21 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Focused Personal Lines Account Manager. Be the first to apply!