Hybrid Personal Lines Account Manager I — Client-Focused Growth

Baycoast Bank; Massachusetts; Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

Health, dental, and vision insurance

401(k) plan with company match

Pension plan; fully funded by BayCoast

Paid time off, personal days, and sick

Opportunities for career development

Student Loan Paydown

Education Assistance Program

Collaborative team culture

Job summary

BayCoast Insurance LLC in Swansea, MA is seeking a Personal Lines Account Manager I to join our growing team. You’ll manage a book of business, provide timely client service, and advise on coverage options to protect what matters most.

As a Hybrid role with flexible work, we value professional conduct, accuracy, and relationship-building. MA P&C license or ability to obtain within 90 days is required, with opportunities for career growth and competitive benefits.

Qualifications

• Strong communication, written and verbal.
• Ability to manage multiple priorities accurately in a high-volume setting.
• Thorough understanding of personal lines products, underwriting, and rating.
• Experience with Agency Management Systems (Applied Epic preferred).
• Professionalism and attention to detail; MA license required or to be obtained within 90 days.

Responsibilities

• Manage an assigned book of business with a focus on accuracy, retention, and efficiency.
• Build and maintain strong relationships with clients by providing timely and professional service.
• Counsel clients on coverage options, identify opportunities to enhance protection, and assist with re-marketing when necessary.
• Process all transactions, including endorsements, renewals, cancellations, reinstatements, and new business submissions.
• Maintain complete, accurate documentation and activity notes in the Agency Management System.
• Collaborate with carriers, underwriters, and internal teams to ensure the best possible client outcomes.
• Stay informed on industry trends, carrier underwriting guidelines, and agency procedures.
• Perform additional responsibilities as assigned to support agency goals.

Skills

Excellent communication skills

Multitasking in high-volume env

Personal lines insurance knowledge

Agency management systems experience

Proficiency in Microsoft Office

Attention to detail and professional

Education

Massachusetts Property & Casualty license or ability to obtain within 90 days of hire

Tools

Applied Epic

Microsoft Office

Comparative rating software

Job description

BayCoast Insurance LLC in Swansea, MA is seeking a Personal Lines Account Manager I to join our growing team. You’ll manage a book of business, provide timely client service, and advise on coverage options to protect what matters most.

As a Hybrid role with flexible work, we value professional conduct, accuracy, and relationship-building. MA P&C license or ability to obtain within 90 days is required, with opportunities for career growth and competitive benefits.