Personal Insurance Account Manager - Remote

PRG; Boston (MA); Remote; USD 65,000 - 85,000; Full time

Benefits offered by this job

Comprehensive health, dental, and vision insurance

Retirement plan with employer contributions

Opportunities for professional growth and development

Job summary

A leading insurance company is seeking a Personal Insurance Account Manager to work remotely in Boston. The role involves managing personal insurance accounts, ensuring clients get excellent service and the right coverage. Candidates should have a bachelor’s degree, a valid insurance license, and at least 2 years of experience in personal lines insurance. Competitive salary with professional growth opportunities is offered.

Qualifications

• 2+ years of experience in personal lines insurance, with a focus on account management.
• Strong knowledge of personal insurance products (auto, home, renters, etc.).

Responsibilities

• Act as the primary point of contact for personal lines clients.
• Understand client needs and provide customized insurance solutions.
• Review and analyze client insurance policies.

Skills

Communication skills

Interpersonal skills

Attention to detail

Knowledge of personal insurance products

Education

Bachelor’s degree in Business, Finance, or a related field

Valid insurance license (Property & Casualty)

Tools

Insurance software

Microsoft Office Suite

Job description

Personal Insurance Account Manager – Remote

This range is provided by PRG. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$65,000.00/yr – $85,000.00/yr

Our client is looking for a dedicated and detail-oriented Personal Lines Account Manager to join their team. The ideal candidate will manage a diverse portfolio of personal insurance accounts, ensuring clients receive top-notch service and appropriate coverage for their individual needs.

Key Responsibilities

• Act as the primary point of contact for personal lines clients, fostering strong relationships.
• Understand client needs and provide customized insurance solutions.
• Review and analyze client insurance policies, ensuring they are comprehensive and current.
• Assist clients with policy renewals, modifications, and claims processing.
• Conduct thorough risk assessments for clients, recommending suitable coverage options.
• Work with underwriters to secure competitive rates and optimal coverage.
• Maintain accurate records of client interactions, policy details, and communications in the agency management system.
• Prepare and present insurance proposals and renewal documents to clients.
• Collaborate with sales and service teams to identify opportunities for cross‑selling and new business.
• Support and mentor junior staff when necessary.
• Stay informed about trends, regulations, and changes in personal insurance products.
• Participate in professional development opportunities and industry conferences.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field (preferred).
• Valid insurance license (Property & Casualty).
• 2+ years of experience in personal lines insurance, with a focus on account management.
• Strong knowledge of personal insurance products (auto, home, renters, etc.).
• Excellent communication and interpersonal skills.
• Proficiency in insurance software and Microsoft Office Suite.
• Comprehensive health, dental, and vision insurance.
• Retirement plan with employer contributions.
• Opportunities for professional growth and development.