Personal Lines Account Manager

Anderson, Bagley & Mayo Insurance Agency, Inc.; Leominster (MA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

401(k)

Paid time off

Continuing education

Other benefits

Job summary

Anderson, Bagley & Mayo Insurance Agency, Inc. in Massachusetts is seeking an experienced Personal Lines Account Manager to manage a portfolio of personal insurance clients. You will handle policy servicing, renewals, coverage reviews, remarketing, and day-to-day client support.

The ideal candidate has MA personal lines knowledge, strong communication skills, and the ability to juggle multiple priorities with accuracy and professionalism, while upholding our client-focused service standards.

Qualifications

• At least 2–3 years of personal lines insurance experience preferred.
• Active Massachusetts Property and Casualty Producer license, or the ability to obtain one within one year.
• Working knowledge of Massachusetts personal automobile and homeowners insurance.
• Experience with an agency management system such as Applied Epic preferred.
• Strong customer service, written communication, and telephone skills.
• Excellent organizational skills and attention to detail.
• Ability to prioritize tasks, manage deadlines, and work effectively in a fast-paced environment.
• Proficiency with Microsoft Outlook, Word, and other standard business applications.

Responsibilities

• Serve as the primary point of contact for an assigned book of personal lines clients.
• Service homeowners, automobile, dwelling fire, umbrella, flood, recreational vehicle, and other personal insurance policies.
• Process policy changes, endorsements, cancellations, reinstatements, certificates, binders, and other client requests.
• Review renewals for coverage accuracy, pricing changes, discounts, and potential coverage gaps.
• Remarket accounts when appropriate and prepare clear coverage and premium comparisons.
• Educate clients about coverage options, limits, deductibles, exclusions, and available enhancements.
• Respond promptly and professionally to client questions by phone, email, and in person.
• Work with carrier underwriters to resolve eligibility, underwriting, billing, and policy-related issues.
• Document client communications and maintain accurate account records in the agency management system.
• Identify opportunities for account rounding, cross-selling, and referrals while keeping the client’s needs first.
• Assist clients with the claims-reporting process and provide appropriate follow-up without acting as a claims adjuster.
• Maintain compliance with agency procedures, carrier requirements, and applicable insurance regulations.

Skills

Customer service

Communication

Organizational skills

Education

Massachusetts Property and Casualty Producer license

Tools

Applied Epic

Job description

Compensation: $60,000–$80,000+ annually, based on experience

Benefits: Health insurance, dental, vision, 401(k), paid time off, continuing education, and other benefits

About Us

Anderson, Bagley & Mayo is an independent Massachusetts insurance agency committed to providing personalized advice, responsive service, and comprehensive coverage solutions. We value professionalism, teamwork, integrity, and the long-term relationships we build with our clients and carrier partners.

Position Overview

We are seeking an experienced and service-oriented Personal Lines Account Manager to manage a portfolio of personal insurance clients. This position is responsible for policy servicing, renewals, coverage reviews, remarketing, and day-to-day client support.

The ideal candidate has strong knowledge of Massachusetts personal lines insurance, excellent communication skills, and the ability to manage multiple priorities with accuracy and professionalism.

Key Responsibilities

• Serve as the primary point of contact for an assigned book of personal lines clients.
• Service homeowners, automobile, dwelling fire, umbrella, flood, recreational vehicle, and other personal insurance policies.
• Process policy changes, endorsements, cancellations, reinstatements, certificates, binders, and other client requests.
• Review renewals for coverage accuracy, pricing changes, discounts, and potential coverage gaps.
• Remarket accounts when appropriate and prepare clear coverage and premium comparisons.
• Educate clients about coverage options, limits, deductibles, exclusions, and available enhancements.
• Respond promptly and professionally to client questions by phone, email, and in person.
• Work with carrier underwriters to resolve eligibility, underwriting, billing, and policy-related issues.
• Document client communications and maintain accurate account records in the agency management system.
• Identify opportunities for account rounding, cross-selling, and referrals while keeping the client’s needs first.
• Assist clients with the claims-reporting process and provide appropriate follow-up without acting as a claims adjuster.
• Maintain compliance with agency procedures, carrier requirements, and applicable insurance regulations.

Qualifications

• At least [2–3] years of personal lines insurance experience preferred.
• Active Massachusetts Property and Casualty Producer license, or the ability to obtain one within one year.
• Working knowledge of Massachusetts personal automobile and homeowners insurance.
• Experience with an agency management system such as Applied Epic preferred.
• Strong customer service, written communication, and telephone skills.
• Excellent organizational skills and attention to detail.
• Ability to prioritize tasks, manage deadlines, and work effectively in a fast-paced environment.
• Comfortable using Microsoft Outlook, Word, and other standard business applications.
• Professional designations such as CISR, CIC, or CPIA are a plus.

What We Offer

• Competitive compensation based on experience.
• [Performance bonus or incentive opportunities.]
• Paid vacation, holidays, and sick time.
• Support for licensing, continuing education, and professional designations.
• [Flexible or hybrid work arrangements.]
• A collaborative, client-focused work environment.
• Opportunities for professional growth and advancement.

Anderson, Bagley & Mayo Insurance Agency Inc. is an equal opportunity employer. We consider qualified applicants without regard to any characteristic protected by applicable federal, state, or local law.