Personal Lines Account Manager - Georgetown, MA
Join a stable, well-established insurance agency dedicated to delivering exceptional customer service and tailored solutions. This is an exciting opportunity to manage a diverse book of business while making a direct impact on customer retention and team success.
Personal Lines Account Manager Benefits & Compensation
-
Competitive compensation based on experience
-
Comprehensive health, dental, and vision coverage
-
401(k) with company match
-
Paid time off and holidays
-
Supportive, team-oriented culture with opportunities for career advancement
Personal Lines Account Manager Requirements & Qualifications
-
High school diploma or GED required
-
Minimum 3 years of experience in Personal Lines insurance
-
Property & Casualty Insurance License required
-
Strong written and verbal communication skills
-
Proficiency in Microsoft Word, Excel, Access, and PowerPoint
-
Ability to exercise sound judgment, maturity, and professionalism in all client and team interactions
-
Experience with Epic System is a plus
-
Familiarity with cross-selling and upselling insurance products
Personal Lines Account Manager Day-to-Day Responsibilities
-
Manage a personal lines book of business, providing proactive, individualized customer service
-
Respond promptly and accurately to complex customer inquiries regarding policies, coverages, and claims
-
Oversee processing of new policies, renewals, endorsements, and cancellations to ensure accuracy and timeliness
-
Maintain and update client and policy information within the agency management system
-
Serve as a trusted advisor, helping clients understand their insurance options and guiding them through coverage selections
-
Identify opportunities for cross-selling and upselling additional insurance products
-
Collaborate with team members and participate in agency meetings to support collective goals
-
Ensure all account management activities comply with company policies and regulatory requirements
-
Mentor and assist in the training of junior account managers as needed
If you’re passionate about delivering great service and growing your skills in a respected insurance agency, we encourage you to apply.
