Hybrid Personal Lines Account Manager | Client Advisor

Deland, Gibson Insurance Associates; Dennisport (MA); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid schedule option

Summer Fridays

Extended holiday weekends

Comprehensive PTO - vacation, holidays

Job summary

Deland, Gibson Insurance Associates in Dennis Port, MA is seeking a Personal Lines Account Manager to manage a client portfolio with a focus on service, coverage guidance, and risk management. The role requires strong client relationships, detail orientation, and familiarity with agency systems.

The hybrid schedule offers flexibility while maintaining a client-focused, team-driven environment. Licensing and 2+ years in Personal Lines are preferred for growth within the agency.

Qualifications

• 2+ years of experience in Personal Lines insurance (agency experience preferred).
• Active Property & Casualty license.
• Strong knowledge of Personal Lines coverages (home, auto, umbrella, etc.).
• Excellent communication and relationship-building skills.
• Highly organized with strong attention to detail and accuracy.
• Proficiency with agency management systems and standard business tools.
• Familiarity with Applied Epic preferred.

Responsibilities

• Manage the day-to-day service needs of a Personal Lines client portfolio.
• Advise clients on appropriate insurance coverages, policy changes, and risk reduction strategies.
• Proactively identify coverage gaps and recommend solutions aligned with client needs.
• Build and maintain strong relationships with clients, insurance carriers, and internal team members.
• Market accounts and work closely with carrier partners to secure competitive coverage options.
• Ensure accurate and timely data entry, policy processing, and documentation within agency systems.
• Respond promptly to client inquiries, policy changes, renewals, and claims support needs.
• Support retention efforts through consistent communication and high-quality service.
• Contribute to team goals and support the agency’s mission, values, and strategic initiatives.

Skills

Personal Lines insurance

Client relationship management

Detail-oriented

Communication skills

Multitasking

Tools

Applied Epic

Agency management systems

Job description

Deland, Gibson Insurance Associates in Dennis Port, MA is seeking a Personal Lines Account Manager to manage a client portfolio with a focus on service, coverage guidance, and risk management. The role requires strong client relationships, detail orientation, and familiarity with agency systems.

The hybrid schedule offers flexibility while maintaining a client-focused, team-driven environment. Licensing and 2+ years in Personal Lines are preferred for growth within the agency.