Personal Lines Account Manager

Job Description Risman Insurance Agencies is looking for a Personal Lines Account Manager to join our growing team. Based in Medford, MA, we also have locations in Tewksbury, Danvers and Burlington. If one of those offices is more convenient than Medford, we're happy to have you work from there instead. We're a team of over 50 professionals who take pride in delivering smart, proactive service to our clients. After completing onboarding, employees enjoy the flexibility of one work-from-home day per week. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Work from Home Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Hands on Training Mon-Fri Schedule Career Growth Opportunities Retirement Plan Responsibilities As a Personal Lines Account Manager, you'll be the go-to resource for clients - managing policies, answering questions, and providing proactive guidance that sets our service apart. This is not just a service role - it's a relationship role. You’ll Be Expected To Manage and retain a book of existing personal lines clients across home, auto, umbrella, and more Handle renewals, policy changes, billing questions, claims guidance, and documentation Identify account rounding and up-sell opportunities that genuinely benefit the client Quote, present, and bind coverage with clarity and confidence Communicate regularly with clients to anticipate needs and avoid last-minute issues Educate clients on coverage, risk, and options so they feel informed and protected Document all client activity accurately in AMS360 Navigate carrier portals and tools to deliver fast, accurate solutions Stay organized and responsive while managing a steady workload Collaborate with team members to ensure a consistent and high-quality client experience Go beyond the transaction - take the extra step to understand the full picture and offer meaningful support. Requirements We're looking for someone who brings both experience and the right mindset. Our ideal candidate is service-driven, detail-oriented, and focused on providing real value to clients - not just processing transactions. You should be someone who anticipates client needs, solves problems proactively, and sees every interaction as an opportunity to build trust. You’ll Be a Strong Fit If You Have An active Property & Casualty (P&C) license (required) 3+ years of personal lines insurance experience (preferred) Strong working knowledge of AMS360 (strongly preferred) Confidence using carrier portals, rating tools, and insurance platforms A professional, client-first approach - you're thoughtful, thorough, and responsive Excellent organization and follow-through, with attention to accuracy and detail The ability to manage your workload independently and prioritize effectively Solid computer skills, including Microsoft Word, Excel, and Outlook Familiarity with tools like DocuSign and Singlepoint A proactive, improvement-focused mindset - you look for ways to streamline workflows and elevate every client interaction Comfort with change and technology - you embrace change and leverage technology to deliver smarter, more valuable service Company Description Risman Insurance Agencies is a well-established, independent insurance agency serving individuals, families, and businesses across Massachusetts. We provide personalized insurance solutions across personal lines, commercial lines, and private client services, with a strong focus on long-term relationships and thoughtful risk management. Our team is built on experience, collaboration, and integrity. We believe great insurance starts with understanding our clients’ needs and delivering solutions that protect what matters most—today and into the future. As an independent agency, we work with a wide range of carriers, allowing our team to design coverage that truly fits each client. Risman Insurance Agencies continues to grow by investing in our people, our processes, and our technology—creating an environment where professionals can do their best work and build meaningful careers. #J-18808-Ljbffr