Personal Lines Account Manager

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

Benefits offered by this job

15 days PTO

14 paid holidays

Sign on bonus

Bonus and commission incentives

Job summary

Summit Bridge Partners is seeking a Personal Lines Customer Service Representative in Lawrence, Massachusetts. The successful candidate will provide exceptional customer service and build lasting relationships in a supportive, community-oriented environment.

This role involves greeting clients, processing transactions, and following up to ensure client satisfaction. A positive and personable demeanor along with an active Personal Lines P&C license is required. The position offers a competitive salary, bonus incentives, and a supportive workplace culture.

Qualifications

• Must hold an active Personal Lines P&C license.
• Minimum of 2 years of experience in a customer service role in an agency.
• Demonstrates excellent communication and multitasking skills.

Responsibilities

• Greet clients warmly in person and over the phone.
• Process policy changes and payments promptly and accurately.
• Follow up with clients to ensure satisfaction and offer additional coverage.
• Maintain strong relationships with clients.

Skills

Customer service expertise

Excellent verbal and written communication skills

Strong multitasking abilities

Relationship-building skills

Positive demeanor

Education

Active Personal Lines P&C license

At least 2 years of experience in an agency setting

Job description

Our client is seeking an outgoing, customer-focused Personal Lines Customer Service Representative to join their established, community-oriented agency. In this role, you’ll serve as the first point of contact for clients, providing exceptional service, processing transactions, and building lasting relationships. This is an onsite position in a fun, supportive office where professionalism is balanced with humor and camaraderie.

Here’s what sets the agency apart:

• Long-Standing Reputation: Serving clients since 1958 with a strong commitment to service, competitive pricing, and local community engagement.
• Proudly Independent: No plans to sell to a large brokerage.
• Fun, Low-Stress Environment: Leadership values keeping things light and positive, even in a high-volume business.
• Community Connection: Dedicated to helping clients across Massachusetts and New England with tailored insurance solutions.

Key responsibilities include:

• Warmly greet clients in person and over the phone, ensuring a welcoming experience
• Process customer policy changes and premium payments promptly and accurately
• Follow up with clients to confirm satisfaction, answer questions, and offer additional coverage options
• Present and explain policy options based on each client’s needs
• Share information on new products and services
• Build and maintain strong relationships to foster client retention and loyalty
• Address and resolve customer issues with professionalism and tact

Qualifications:

• Active Personal Lines P&C license
• At least 2 years of experience in an agency setting
• Positive, enthusiastic, and personable demeanor
• Strong multitasking and follow-through abilities
• Excellent verbal and written communication skills
• Proven customer service expertise and relationship-building skills
• Goal-driven, with the ability to work both independently and as part of a team

Compensation and Benefits:

• Competitive base salary commensurate with experience – range $50,000 to $70,000
• Bonus and commission incentives
• Sign on bonus
• 15 days PTO
• 14 paid holidays
• Supportive, team-oriented culture where your contributions are valued