Personal Lines Account Manager

Summit Bridge Partners; Braintree (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Commission opportunity

Job summary

Summit Bridge Partners is seeking a Personal Lines Account Manager in the United States to serve as the primary contact for a book of personal lines accounts. You will deliver exceptional service, guide coverage options, and help clients navigate their policies throughout their lifecycle.

The ideal candidate builds lasting relationships, stays organized in a fast-paced environment, and communicates insurance concepts clearly.

Qualifications

• Active Property & Casualty license required.
• Experience in personal lines insurance in an agency setting.
• Ability to build lasting client relationships and deliver exceptional service.

Responsibilities

• Manage an assigned book of personal lines accounts, providing responsive and professional service to clients.
• Serve as the main contact for policyholders, handling questions and requests by phone, email, and in person.
• Review coverage with clients and make recommendations to help ensure their insurance programs meet their needs.
• Process policy renewals, endorsements, cancellations, and other account changes accurately and efficiently.
• Review applications and policy documentation prior to carrier submission to maintain accuracy and compliance.
• Stay informed on carrier guidelines, industry developments, and market trends to advise clients.
• Identify opportunities to strengthen existing client relationships through additional insurance products and services.
• Assist with quoting new business and supporting client retention initiatives.
• Partner with producers, customer service staff, and agency leadership to provide a seamless client experience.
• Maintain accurate records within the agency management system and ensure compliance with procedures and regulations.

Skills

Active P&C license

Excellent communication

Organizational skills

Tools

Agency management platforms

Microsoft Office

Job description

The Personal Lines Account Manager serves as the primary point of contact for a book of business, delivering exceptional service while helping clients navigate their insurance needs. In this role, you will build strong relationships with policyholders, provide guidance on coverage options, and ensure clients receive the support and attention they deserve throughout the life of their policies.

Key Responsibilities

• Manage an assigned book of personal lines accounts, providing responsive and professional service to clients.
• Serve as the main contact for policyholders, handling questions and requests by phone, email, and in person.
• Review coverage with clients and make recommendations to help ensure their insurance programs continue to meet their needs.
• Process policy renewals, endorsements, cancellations, and other account changes accurately and efficiently.
• Review applications and policy documentation prior to carrier submission to maintain accuracy and compliance.
• Stay informed on carrier guidelines, industry developments, and market trends in order to effectively advise clients.
• Identify opportunities to strengthen existing client relationships through additional insurance products and services.
• Assist with quoting new business and supporting client retention initiatives.
• Partner with producers, customer service staff, and agency leadership to provide a seamless client experience.
• Maintain accurate records within the agency management system and ensure all work complies with agency procedures and insurance regulations.

About the Candidate

The ideal candidate enjoys building lasting relationships and takes pride in delivering an exceptional customer experience. They are highly organized, detail-oriented, and comfortable balancing multiple priorities in a fast-paced environment. Strong communication skills and the ability to explain insurance concepts clearly are essential. The right individual is collaborative, proactive, and committed to providing thoughtful guidance and service to clients.

What Sets Us Apart:

• Collaborative and welcoming workplace where employees are encouraged to support one another.
• Leadership team that invests in employee success and provides opportunities for career development.
• An environment built on transparency, teamwork, and appreciation for new ideas and perspectives.

Qualifications:

• Active Property & Casualty license required
• Prior experience in personal lines insurance in an agency setting
• Proven ability to deliver outstanding service and build lasting relationships with clients.
• Excellent communication skills, both written and verbal.
• Comfortable working with agency management platforms and Microsoft Office applications.
• Highly organized with strong attention to detail and the ability to manage competing priorities.
• Capable of thriving independently while also contributing to a collaborative, fast‑paced team environment.
• Competitive compensation package based on experience ($60,000–80,000 depending on experience) plus commission.
• Comprehensive benefits package, including health insurance and retirement benefits.
• Supportive leadership team with opportunities for professional development and growth.
• Collaborative culture that values teamwork, communication, and employee contributions.