Hybrid Personal Lines Account Manager | Client Advocate

Patriot Growth Insurance Services; North Easton (MA); Híbrido; USD 55.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical plans

Virtual care

Disability coverage

Parental leave

PTO with flexible accruals

401(k) match

EAP

Descripción de la vacante

Morse Insurance Agency, located in North Easton, MA, is seeking a Personal Lines Account Manager for a hybrid, full-time role. The ideal candidate will manage a personal lines book, advise clients, and support retention efforts while partnering with producers and carriers.

Requirements include a minimum of three years in personal lines, a Massachusetts P&C license, strong communication skills, and proficiency in MS Office. If you are motivated, detail-oriented, and client-focused, join our team.

Formación

• Minimum of three years of personal lines insurance or account management experience.
• Active Massachusetts Property & Casualty Insurance License.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office applications, including Outlook and Excel.
• High school diploma or equivalent.
• Authorization to work in the United States without current or future sponsorship.

Responsabilidades

• Deliver exceptional client service by responding to policy inquiries, endorsements, billing questions, renewals, and service requests accurately and efficiently.
• Market and remarket personal lines accounts to identify competitive coverage options, support retention efforts, and strengthen client relationships.
• Analyze existing policies to identify coverage gaps, discount opportunities, and recommendations that align with client needs and risk profiles.
• Quote and service new and existing personal lines business across multiple carrier platforms to provide comprehensive insurance solutions.
• Collaborate with producers and internal team members to support account growth, client satisfaction, and agency objectives.
• Maintain accurate account documentation and policy records within the agency management system to ensure seamless service and compliance.

Conocimientos

Client service

Communication

Organization

Insurance knowledge

Detail-oriented

Educación

High school diploma or equivalent

Massachusetts P&C License

Herramientas

AMS360

Carrier quoting platforms

Descripción del empleo

Morse Insurance Agency, located in North Easton, MA, is seeking a Personal Lines Account Manager for a hybrid, full-time role. The ideal candidate will manage a personal lines book, advise clients, and support retention efforts while partnering with producers and carriers.

Requirements include a minimum of three years in personal lines, a Massachusetts P&C license, strong communication skills, and proficiency in MS Office. If you are motivated, detail-oriented, and client-focused, join our team.