Hybrid Personal Lines Account Manager: Client Advisor

Deland, Gibson Insurance Associates

Dennisport (MA)

Hybrid

USD 60,000 - 80,000

Full time

10 days ago
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Benefits offered by this job

Hybrid schedule option
PTO - vacation, holidays, sick time
Health, dental, and vision insurance
401(k) retirement plan
DG University training and designation
Employee committees: Giving, Social, &

Job summary

Deland, Gibson Insurance Associates in Dennis Port, MA seeks a Personal Lines Account Manager to serve as a trusted advisor, managing a client portfolio with day-to-day service, coverage guidance, and proactive risk management. You will collaborate with carriers and internal teammates to deliver tailored protection and exceptional client experiences.

The role emphasizes strong communication, organization, and relationship-building, with opportunities to grow and contribute to a collaborative

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.
  • Ability to manage multiple priorities in a fast-paced environment.
  • 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

Client service
Communication
Relationship building
Organization
Multitasking
Attention to detail

Tools

Applied Epic

Job description

Deland, Gibson Insurance Associates in Dennis Port, MA seeks a Personal Lines Account Manager to serve as a trusted advisor, managing a client portfolio with day-to-day service, coverage guidance, and proactive risk management. You will collaborate with carriers and internal teammates to deliver tailored protection and exceptional client experiences.

The role emphasizes strong communication, organization, and relationship-building, with opportunities to grow and contribute to a collaborative

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