Personal Line Account Manager

JL Connects; Waltham (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Disability Insurance

Wellness Programs

Job summary

A local independent insurance agency in Waltham, MA, seeks a Personal Lines Account Manager with experience in Personal Lines Insurance, particularly with high-net-worth clients. Responsibilities include processing endorsements, managing client communication, and supporting renewal processes. Ideal candidates will have an active MA Property & Casualty license and be familiar with management systems like Applied Epic. Competitive benefits package offered.

Qualifications

• A few years of experience in Personal Lines Insurance.
• Strong understanding of high-net-worth accounts.
• Proficiency with management systems.

Responsibilities

• Process endorsements, audits, policy changes, and maintain follow-up lists.
• Prepare and process renewal information requests.
• Monitor communication with clients to manage information and provide quotes.
• Maintain client confidentiality and promote an engaging work environment.

Skills

Personal Lines Insurance experience

Familiarity with management systems like Applied Epic

Active MA Property & Casualty license

Knowledge of high-net-worth accounts

Job description

CEO | Professional Recruiter at JL Connects

We've partnered with a local independent agency to help expand their team as there is a need for a Personal Lines Account Manager to assist with a growing book of business. Ideal candidates have a few years of Personal Lines Insurance experience, particularly with High-Net-Worth accounts, familiarity with management systems such as Applied Epic, and hold an active MA Property & Casualty license. A summary of responsibilities can be found below along with additional information regarding the available benefits package:

Responsibilities

• Process endorsements, audits, policy changes, and maintain follow-up lists and policy details.
• Prepare and processes renewal information requests and certificates.
• Monitor communication with clients to manage or update information, provide quotes, bind coverages, and assist with potential cross-selling opportunities.
• Working knowledge of carriers such as: Berkley One, Chubb, Pure, Cincinnati, etc.
• Maintain client confidentiality, demonstrate integrity and a positive attitude, and help promote an engaging work environment.
• Medical, Dental, and Vision Insurance, Disability Insurance, Wellness Programs, etc.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Administrative and General Business

Industries

Insurance Agencies and Brokerages

Location

Waltham, MA