Personal Lines Account Manager

Summit Bridge Partners; Fall River (MA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Career growth opportunities

Team-oriented atmosphere

Professional development support

Job summary

A family-owned insurance agency in Massachusetts is seeking an Account Manager to manage personal lines clients professionally. Responsibilities include servicing policies, quoting new business, and maintaining client files. Candidates must hold an active Property & Casualty insurance license and have at least 2 years' agency experience. The agency values teamwork, career growth, and employee input, fostering a supportive work environment.

Qualifications

• Active Property & Casualty insurance license required.
• Minimum of 2 years’ experience in an agency setting.
• Strong customer service, communication, and organizational skills.

Responsibilities

• Manage and service a personal lines book of business.
• Handle policy changes, renewals, endorsements, cancellations, and billing inquiries.
• Educate clients on coverage options and provide tailored guidance.

Skills

Customer service

Communication

Organizational skills

Bilingual (English/Portuguese)

Education

Active Property & Casualty insurance license

2 years’ experience in an agency setting

Tools

AMS360

Applied Epic

Microsoft Office Suite

Job description

Overview

Are you looking for a stable, positive work environment where your work is appreciated and your input counts?

Our client is seeking a service-driven, detail-oriented Account Manager to join our growing personal lines team. This role involves managing and servicing a book of personal lines clients with professionalism and care. At this agency, you’re not just a number, you’re part of a team that values long-term relationships, both with our clients and our employees.

What sets the agency apart

• Family-Owned and Operated: leadership is local, accessible, and personally invested in your success.
• Growing, Not Selling: As they expand, they remain proudly independent and have no intention of selling to a large brokerage.
• Career Growth is Encouraged: They support continuing education, licensing, and professional development so you can grow with the agency.
• Team-Oriented Atmosphere: You’ll work with experienced, supportive colleagues who want to see you succeed.
• Your Voice Matters: Employee input is welcomed and often implemented.
• People Stick Around: Team members have an above-average tenure because they love where they work, and it shows.

Responsibilities

• Manage and service a personal lines book of business (home, auto, umbrella, etc.)
• Handle policy changes, renewals, endorsements, cancellations, and billing inquiries
• Respond to client questions and requests in a timely, professional manner
• Quote new business and shop renewals as needed
• Maintain accurate and organized client files in the agency management system
• Educate clients on coverage options and provide guidance tailored to their needs
• Collaborate with Producers, Account Executives, and Carriers to ensure client satisfaction
• Stay current on carrier underwriting guidelines and industry trends

Qualifications

• Active Property & Casualty insurance license (required)
• Minimum of 2 years’ experience working in an agency setting
• Familiarity with agency management systems (e.g., AMS360, Applied Epic)
• Strong customer service, communication, and organizational skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Ability to manage multiple tasks and deadlines efficiently
• Team-oriented with a proactive and positive attitude
• Bilingual (English/Portuguese) is a plus
• Experience working with multiple carriers and markets