Personal Lines Account Manager

Morse Insurance Agency | North Easton, MA | Hybrid | Full-Time Why This Role Matters As a Personal Lines Account Manager, you'll play a central role in helping clients protect what matters most. You'll serve as a trusted advisor and primary point of contact, providing thoughtful guidance, proactive service, and tailored insurance solutions that support long-term client relationships. In this role, you'll manage a personal lines book of business, partner with producers and carrier representatives, and help clients navigate coverage options with confidence. You'll balance relationship management, policy servicing, renewals, and remarketing activities while contributing to retention and agency growth in a collaborative team environment. How You'll Make an Impact Deliver exceptional client service by responding to policy inquiries, endorsements, billing questions, renewals, and service requests accurately and efficiently. Market and remarket personal lines accounts to identify competitive coverage options, support retention efforts, and strengthen client relationships. Analyze existing policies to identify coverage gaps, discount opportunities, and recommendations that align with client needs and risk profiles. Quote and service new and existing personal lines business across multiple carrier platforms to provide comprehensive insurance solutions. Collaborate with producers and internal team members to support account growth, client satisfaction, and agency objectives. Maintain accurate account documentation and policy records within the agency management system to ensure seamless service and compliance. Who You Are Client-focused and committed to delivering a responsive, high-quality service experience. Naturally organized with strong attention to detail and the ability to manage multiple priorities effectively. Comfortable reviewing coverage options and explaining insurance concepts in a clear, consultative manner. Collaborative and relationship-driven, with the ability to build trust with clients, carriers, producers, and colleagues. Proactive in identifying opportunities to improve client outcomes and strengthen account retention. Adaptable and effective in a fast-paced environment where priorities can shift throughout the day. Committed to continuous learning and staying current on industry trends, carrier offerings, and regulatory requirements. What You Bring Day One: Minimum of three years of personal lines insurance or account management experience. Active Massachusetts Property & Casualty Insurance License. Strong written and verbal communication skills. Proficiency with Microsoft Office applications, including Outlook and Excel. High school diploma or equivalent. Ability to work independently, prioritize workload, and meet deadlines with accuracy and attention to detail. Authorization to work in the United States without current or future sponsorship. Valuable Additions: Experience in Property & Casualty insurance with a concentration in Personal Lines. Experience using AMS360 or a similar agency management platform. Bachelor's degree. Prior experience marketing and remarketing personal lines accounts. Familiarity with multiple carrier quoting platforms and comparative rating tools. Real Benefits for Real Life At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits. Highlights Include: Multiple medical plan options, with preventive care covered at 100% Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions Employer-paid short-term and long-term disability coverage Paid parental leave Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave Competitive 401(k) company match to help you build your financial future Comprehensive dental and vision coverage Employee Assistance Program with confidential mental health, legal, financial, and work-life support About Patriot Growth Insurance Services At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We’re invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you’re building a life with matters to us as much as the work you do. Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We’re currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them. About Morse Insurance Agency, a Division of Patriot Growth Insurance Services: Founded in 1950, Morse Insurance has proudly served the insurance needs of individuals, families, and businesses throughout southeastern Massachusetts for over seven decades. We’re committed to delivering trusted, personalized insurance solutions built on long-standing relationships and local expertise. Morse takes a consultative approach with every client, investing the time to understand their unique circumstances and deliver comprehensive coverage tailored to their specific needs. Our experienced team partners with a broad network of local, regional, and national insurance carriers to provide reliable, competitive, and well‑crafted coverage options. At Morse, we combine deep industry knowledge with a community‑focused mindset, making us a trusted insurance resource right here in southeastern Massachusetts. Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at Pay Range Posted below* Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team. Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays. Pay Range $55,000—$70,000 USD #J-18808-Ljbffr Patriot Growth Insurance Services, LLC