Personal Lines Account Manager

Moran & Associates Insurance Staffing; Danvers (MA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k)

Health insurance

Unlimited Paid Time Off

Job summary

Moran & Associates Insurance Staffing is seeking a Personal Lines Account Manager in Danvers, MA. You will manage a book of personal lines policies and serve clients with a friendly, solutions-oriented approach.

Responsibilities include policy changes, renewals, and cross-selling opportunities while working with carriers and a supportive team in a positive workplace.

Join a low-turnover, people-first culture with comprehensive benefits and opportunities for professional growth.

Qualifications

• 2+ years of experience in personal lines insurance, agency, or a related field.
• State license (Property & Casualty) required or must be obtained within a specified period.
• Experience with personal lines policies and customer service.

Responsibilities

• Manage an assigned book of personal lines policies (auto, homeowners, renters).
• Provide day-to-day client service and resolve inquiries in a friendly, solutions-oriented way.
• Process policy changes, endorsements, renewals, and cancellations accurately.
• Educate clients on coverage options and risk management best practices.
• Partner with carriers to obtain quotes, negotiate terms, and ensure favorable outcomes.
• Review policy documents for accuracy before delivering them to clients.
• Maintain accurate records in the agency management system.
• Identify opportunities for account rounding and cross-selling additional products.
• Stay up-to-date on industry trends, carrier guidelines, and regulatory requirements.
• Collaborate with producers, underwriters and team members to ensure satisfaction.

Skills

Exceptional customer service

Interpersonal skills

Written and verbal communication

Time management

Independent and team worker

Education

High school diploma or equivalent

College degree preferred

Tools

Agency management systems

Microsoft Office Suite

Job description

Job Title: Personal Lines Account Manager

Join our welcoming and collaborative team as a Personal Lines Account Manager! In this role, you’ll be the trusted advisor for our valued personal insurance clients, fostering long-term relationships in a supportive, friendly environment. We pride ourselves on a positive workplace culture where teamwork, respect, and professional growth are encouraged. If you enjoy helping people and thrive in a client-focused setting, we’d love to meet you!

Key Responsibilities:

• Manage an assigned book of personal lines insurance accounts, including auto, homeowners, renters, and other related policies.
• Provide exceptional day-to-day client service, responding to inquiries and resolving issues with a warm, solutions-oriented approach.
• Process policy changes, endorsements, renewals, and cancellations accurately and efficiently.
• Educate and advise clients on coverage options, policy features, and risk management best practices.
• Partner with insurance carriers to obtain quotes, negotiate terms, and ensure favorable client outcomes.
• Review policy documents for accuracy and completeness before delivering them to clients.
• Maintain accurate records in the agency management system.
• Identify opportunities for account rounding and cross-selling additional insurance products.
• Stay up-to-date on industry trends, carrier guidelines, and regulatory requirements.
• Collaborate with producers, underwriters, and fellow team members in a cooperative and supportive manner to ensure client satisfaction and retention.

What Makes Us Different:

• Friendly, inclusive, and team-oriented work environment
• Supportive leadership and opportunities for personal and professional growth
• Open communication and a culture that values your ideas and contribution.
• Very low turnover because we take care of our people.

Qualifications:

• High school diploma or equivalent required; college degree preferred.
• State insurance license (Property & Casualty) required or must be obtained within a specified period.
• 2+ years of experience in personal lines insurance, agency, or a related field preferred.
• Exceptional customer service and interpersonal skills.
• Strong written and verbal communication abilities.
• Proficiency in agency management systems and Microsoft Office Suite.
• Detail-oriented with excellent organizational and time-management skills.
• Ability to work independently and as part of a team in a fast-paced, positive environment.

Compensation:

• Competitive salary commensurate with experience, plus unlimited paid vacation time, a comprehensive benefits package as well as generous commission structure.

We’re excited to welcome a new team member who shares our commitment to outstanding service and enjoys working in a friendly, people-first environment. We look forward to hearing from you!

Job Types: Full-time, Permanent

• 401(k)
• Health insurance
• Unlimited Paid Time Off

Experience:

• Personal Lines Insurance: 1 year (Required)