Personal Insurance Account Manager

PD Ins; New Bedford (MA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

Paul & Dixon Insurance in New Bedford, MA, is seeking a Personal Lines Account Manager (CSR) to deliver high-quality service for home, auto, umbrella and related coverages. You will help clients protect what they love, process new business, and assist with quotes, endorsements, and renewals.

The role emphasizes relationship-building with clients and carriers, cross-selling, and collaboration across teams. A fast-paced environment with strong communication skills is expected, with a focus on

Qualifications

• 1-2 years of insurance service experience preferred.
• P&C license preferred.
• Self-starter who thrives in a fast-paced, team-oriented environment.
• Detail-oriented, analytical, and a strong communicator.

Responsibilities

• Deliver prompt, high-quality service to personal lines clients, assisting with home, auto, umbrella, watercraft and similar coverages.
• Build relationships by helping clients protect the things they love and supporting our community.
• Process new business, estimate premiums, complete applications and binders, rewrite policies, and provide underwriting info to carriers.
• Respond to client requests for quotes, account reviews, coverage changes, and new policies — by phone, video, email, and in person.
• Handle incoming requests from clients, carriers, and third parties, ensuring accuracy and timeliness.
• Cross-sell policies and actively recommend coverage enhancements at every appropriate service contact.
• Comply with agency procedures and use office technology.
• Develop and maintain strong relationships with commercial clients to understand their insurance needs.
• Provide expert advice on insurance products and risk management strategies.
• Identify new business opportunities through outside sales efforts.
• Negotiate policy terms and pricing with clients and underwriters.
• Collaborate with internal teams to ensure seamless service delivery.
• Keep abreast of industry trends and regulatory changes affecting commercial insurance.
• Prepare detailed analysis and reports for clients and management.
• Represent the agency at community events to enhance our local presence.

Skills

Customer service

Communication

Attention to detail

Teamwork

Job description

Job Description

Join a Legacy. Make an Impact.At Paul & Dixon Insurance, we're more than just an agency -- we're a team of professionals dedicated to helping families protect the things they love. For over 170 years, our commitment to integrity, client service, and community has made us one of Massachusetts’ most respected independent insurance agencies. Now, we’re looking for a Personal Lines Account Manager (CSR) to help us carry that legacy forward.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Life Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

What You'll Do

• Deliver prompt, high-quality service to personal lines clients, assisting with insurance products such as home, auto, umbrella, watercraft and similar coverages.
• Build relationships by helping clients protect the things they love and supporting our community.
• Process new business, estimate premiums, complete applications and binders, rewrite policies, and provide underwriting info to carriers.
• Respond to client requests for quotes, account reviews, coverage changes, and new policies — by phone, video, email, and in person.
• Handle incoming requests from clients, carriers, and third parties, ensuring accuracy and timeliness.
• Cross-sell policies and actively recommend coverage enhancements at every appropriate service contact.
• Comply with agency procedures and use office technology.
• Develop and maintain strong relationships with commercial clients to understand their insurance needs.
• Provide expert advice on insurance products and risk management strategies.
• Identify new business opportunities through outside sales efforts.
• Negotiate policy terms and pricing with clients and underwriters.
• Collaborate with internal teams to ensure seamless service delivery.
• Keep abreast of industry trends and regulatory changes affecting commercial insurance.
• Prepare detailed analysis and reports for clients and management.
• Represent the agency at community events to enhance our local presence.

Requirements

What We’re Looking For

• 1-2 years of insurance service experience preferred.
• P&C license preferred.
• Self-starter who thrives in a fast-paced, team-oriented environment.
• Detail-oriented, analytical, and a strong communicator.