Personal Lines Account Manager

Summit Bridge Partners; Hathorne (MA); Hybrid; USD 67,500 - 82,500; Full time

Benefits offered by this job

Comprehensive benefits package

Annual raises based on performance

Hybrid work schedule

Job summary

A mid-sized independent insurance agency in Massachusetts is seeking an experienced Personal Lines Account Manager to manage an existing book of business. The ideal candidate will be detail-oriented, provide exceptional service to clients, and work collaboratively within a supportive environment. This hybrid position offers a salary up to $75,000, depending on experience, plus commission opportunities and a comprehensive benefits package.

Qualifications

• Active Property & Casualty license (or ability to obtain).
• Minimum 5 years of personal lines experience preferred.
• Collaborative team player.

Responsibilities

• Provide exceptional service by assisting clients with coverage education.
• Manage endorsements, issue binders, and process renewals.
• Assist clients with claims and ensure timely resolution.

Skills

Client-first mindset

Strong multitasking skills

Excellent communication

Tools

AMS360

Job description

Overview

Our client, a mid-sized independent insurance agency in the North Shore, is seeking an experienced and detail-oriented Personal Lines Account Manager to join their collaborative team. In this role, you’ll manage an existing book of business, support clients with their coverage needs, and handle quoting for new and renewal accounts. This is a hybrid position in a modern, supportive environment where professional growth is encouraged, and teamwork is highly valued.

Agency highlights

• Independent & Family-Oriented: Professionally structured but not bank-owned or “mom-and-pop.”
• Modern Environment: Newly built office with updated facilities.
• Experienced Team: Work alongside 5 other Account Managers and a supportive supervisor.
• Focus on Growth: Agency promotes education and supports earning designations.

Key responsibilities

• Provide exceptional service by assisting clients with questions, changes, and coverage education.
• Manage endorsements, issue binders, and process renewals.
• Assist clients with claims and ensure timely resolution.
• Quote new and renewal business.
• Identify opportunities for cross-selling and account rounding.
• Maintain accurate documentation in the agency management system.

Qualifications

• Active Property & Casualty license (or ability to obtain).
• Minimum 5 years of personal lines experience preferred.
• Strong multitasking skills with excellent communication and follow-through.
• Experience with AMS360 or similar systems is a plus.
• Collaborative team player with a client-first mindset.

Compensation and Benefits

• Salary up to $75,000, depending on experience, plus commission opportunities
• Comprehensive benefits package
• Annual raises based on performance.
• Hybrid work schedule