Personal Lines Property and Casualty Account Manager

• Serve as the primary point of contact for clients, providing expert support on personal insurance needs, policy renewals, claims, and updates
• Review and analyze clients’ current policies, recommending tailored coverage solutions to best fit their individual needs
• Identify and pursue opportunities to cross-sell or upsell additional insurance products, enhancing client protection and agency growth
• Deliver exceptional customer service by resolving client concerns promptly and ensuring a positive experience
• Actively contribute to new business sales efforts, acquiring new personal lines policies and earning commission-based incentives
• Stay current on industry trends and policy changes to provide informed, up-to-date guidance to clients
• Collaborate with team members to ensure a seamless client experience and support agency success

• Minimum of 2 years’ experience as a Personal Lines Account Manager
• Valid Massachusetts Property & Casualty License, preferred
• Strong understanding of insurance products, coverages, and services
• Excellent communication, interpersonal, and problem-solving skills
• Ability to work independently and collaboratively within a team
• Proficiency with agency management software
• Applied Epic experience preferred

medical, dental, life and disability insurance, 401k, generous paid time off