Client-Focused Personal Lines Advisor

C&S Insurance Agency | Mansfield, Dedham, Bridgewater, Attleboro; Boston, Attleboro (MA, MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Paid time off

Holidays & leave

Professional development

Quarterly events

Job summary

C&S Insurance Agency in Massachusetts is seeking a detail-oriented Personal Lines Account Manager to manage an existing book of business, provide quotes, and serve as a trusted advisor to clients across home, auto and umbrella policies.

You’ll collaborate with carriers to resolve underwriting and billing issues, maintain AMS360 records, and stay current on policy offerings. Requires 2+ years in personal lines and an active Property & Casualty license.

Qualifications

• 2+ years of experience in personal lines insurance.
• Active Property & Casualty License (required).
• Excellent communication, organizational, and customer service skills.
• Strong computer skills; AMS360 proficiency a plus.

Responsibilities

• Manage and service a personal lines book of business (home, auto, umbrella, etc.).
• Present Annual Account Reviews and discuss coverage recommendations with clients via phone, email, and in-person.
• Communicate with clients regularly to review coverage and address questions.
• Provide quotes and recommend appropriate coverages tailored to individual needs.
• Collaborate with carriers to resolve underwriting, billing, and policy issues.
• Maintain thorough and accurate records in AMS360.
• Stay up to date on product offerings and insurance industry changes.

Skills

Excellent communication

Organizational skills

Customer service

Computer skills

Tools

AMS360

Job description

C&S Insurance Agency in Massachusetts is seeking a detail-oriented Personal Lines Account Manager to manage an existing book of business, provide quotes, and serve as a trusted advisor to clients across home, auto and umbrella policies.

You’ll collaborate with carriers to resolve underwriting and billing issues, maintain AMS360 records, and stay current on policy offerings. Requires 2+ years in personal lines and an active Property & Casualty license.