Personal Lines Account Manager

Spherion Staffing New Jersey; Bridgewater (MA); On-site; USD 70,000 - 95,000; Full time

Job summary

Spherion Staffing is seeking an experienced Personal Lines Account Manager to join our growing insurance team in the Boston area. This role requires a current Property & Casualty license and 5–7+ years of insurance experience, with AMS and HawkSoft familiarity preferred.

You will manage client relationships, support producers with new business, and handle policies from new business through renewal, ensuring accuracy and timely service.

Qualifications

• Current Property & Casualty license required.
• 5–7+ years of insurance or related experience.
• Experience with an agency management system (AMS).
• HawkSoft experience is a plus.
• Strong written and verbal communication skills.
• Excellent customer service and relationship-building abilities.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Manage and strengthen existing client relationships.
• Support producers with new business applications and account development.
• Prepare and present complete, competitive insurance quotes.
• Process new and renewal policies, endorsements, change requests, cancellations, and premium payments.
• Conduct regular account reviews to identify coverage needs and improve client retention.
• Cross-selling and account rounding when additional coverage would benefit the client.
• Respond to client questions and resolving service issues.
• Maintain accurate and organized account information.
• Communicate with clients and carriers regarding renewals, proposals, changes and other policy matters.
• Managing your workflow and keeping outstanding work moving efficiently.

Skills

Client relationship management

Communication skills

Detail orientation

Time management

Education

Property & Casualty license

Tools

AMS

HawkSoft

Job description

Are you an experienced insurance professional who knows how to build strong client relationships, manage a book of business, and keep everything moving without missing the details?

We are recruiting for an experienced Personal Lines Account Manager to join a growing insurance team. This is an opportunity for someone who understands the insurance business, enjoys working directly with clients, and can confidently manage policies from new business through renewal.

This is not an entry-level insurance opportunity. We are looking for an experienced, licensed professional who can step into the role with a strong understanding of property & casualty insurance and account management.

What You’ll Be Doing

As a Personal Lines Account Manager, you’ll serve as a trusted point of contact for clients while partnering closely with producers and carriers.

Your responsibilities will include:

• Managing and strengthening existing client relationships
• Supporting producers with new business applications and account development
• Preparing and presenting complete, competitive insurance quotes
• Processing new and renewal policies, endorsements, change requests, cancellations and premium payments
• Conducting regular account reviews to identify coverage needs and improve client retention
• Cross-selling and account rounding when additional coverage would benefit the client
• Responding to client questions and resolving more challenging service issues
• Maintaining accurate and organized account information
• Communicating with clients and carriers regarding renewals, proposals, changes and other policy matters
• Managing your workflow and keeping outstanding work moving efficiently

What We’re Looking For

We’re looking for someone who understands that great account management is equal parts insurance knowledge, customer service, organization and follow-through.

Qualified candidates should have:

Current Property & Casualty license — required

5–7+ years of insurance or insurance-related experience

• Previous Account Manager, Junior Account Manager or similar insurance experience
• Strong understanding of insurance coverage and the ability to discuss client coverage needs
• Experience working with an insurance agency management system (AMS)
• HawkSoft experience is a plus
• Strong written and verbal communication skills
• Excellent customer service and relationship-building abilities
• Strong attention to detail and accuracy
• Ability to manage multiple priorities in a fast-paced environment
• Confidence making independent decisions within your area of expertise