Personal Lines Team Lead

Personal Lines Manager

Our client is a well-established, highly regarded independent agency with a strong presence across New England. They are looking for an experienced Personal Lines Team Lead to join their Needham, MA office and take ownership of a sophisticated high net worth and mid-sized book of business.

This is a great opportunity for a seasoned personal lines professional who thrives in a client-facing role and is ready to step into a leadership capacity within a collaborative, professional environment.

RESPONSIBILITIES:

• Serve as the primary point of contact for a portfolio of personal lines clients, delivering responsive and consultative service
• Manage day-to-day account operations including renewals, coverage reviews, endorsements, and insurer correspondence
• Prepare and present proposals for new business and renewal opportunities
• Mentor and provide guidance to junior CSRs, supporting their development and ensuring consistent service standards across the team
• Oversee workflow and quality control within the personal lines department, identifying process improvements where needed
• Cultivate and maintain strong relationships with carrier partners and clients alike
• Collaborate with producers on new business development initiatives

QUALIFICATIONS:

• Minimum 5-7 years of personal lines insurance experience; high net worth or specialty markets exposure is a strong asset
• Massachusetts P&C license required
• Proven ability to manage competing priorities in a fast-paced environment
• Strong communication skills with a polished, client-first approach
• Prior experience supervising or mentoring staff is an asset

This is a hybrid role based out of Needham, MA, with an in-office expectation of 2–3 days per week.

Qualified applicants can apply to Melissa Colley at View email address on click.appcast.io . If you are working with another DGA Recruiter, please connect with them directly regarding this opportunity.