Personal Lines Account Manager

• Provide timely responses to client inquiries regarding coverage, billing, policy modifications, and claims
• Educate clients about insurance terminology, policy options, and structures to enhance their understanding
• Process claims by gathering necessary details and guiding clients through the claims procedure
• Develop and maintain strong relationships with carrier underwriters to ensure optimal risk placement
• Submit required documentation to carriers for policy binding and issuance
• Identify opportunities for cross-selling and expanding client accounts, including commercial lines
• Conduct consultations to evaluate client exposures and recommend appropriate coverage solutions
• Generate quotes for new policies and amendments, presenting tailored recommendations to clients
• Stay informed about carrier products and market trends to provide up-to-date solutions
• Manage administrative tasks, including issuing Certificates of Insurance, preparing invoices, and maintaining accurate client files

• Minimum of 2 years’ experience in personal lines account management or a similar role
• Active Massachusetts Property & Casualty Insurance License
• Proficiency in Microsoft Office and insurance agency management systems, such as AMS360 or Applied Epic
• Strong verbal and written communication skills, with a focus on client relationship building
• Exceptional organizational skills and attention to detail
• Demonstrated critical thinking and problem-solving abilities
• Team-oriented mindset with a commitment to collaboration and continuous growth

College degree and relevant certifications are preferred but not required

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan
• free online training