Personal Lines Account Manager

Anderson, Bagley & Mayo Insurance Agency, Inc.; Leominster (MA); On-site; USD 52,000 - 70,000; Full time

Job summary

Anderson, Bagley & Mayo Insurance Agency, Inc. is seeking a Personal Lines Account Manager for its Leominster, MA office.

You will manage a book of auto, home, and other personal lines policies, advising clients on coverage options, processing new policies, renewals, endorsements, and cancellations. You will respond to inquiries by phone, email, and in person, provide proactive customer service, assist with claims, and maintain accurate records in the agency management system while collaborating

Qualifications

• Experience managing a personal lines book.
• Strong customer service and communication skills.
• Active Property & Casualty license in MA or willingness to obtain within defined timeframe.

Responsibilities

• Advise clients on coverage options and process new policies, renewals, endorsements, and cancellations.
• Respond to inquiries by phone, email, and in person.
• Maintain accurate records in the agency management system.
• Collaborate with colleagues and carriers to resolve issues and ensure cost-effective programs.

Skills

Account management

Personal insurance

Customer service

Organizational skills

Education

High school diploma

Professional designations (CISR/CIC) beneficial

Tools

Agency management system

Job description

Company Description

Anderson, Bagley & Mayo Insurance Agency, Inc. is the largest locally owned insurance agency in North Central Massachusetts, serving over 7,000 families and 800 businesses. With offices in Leominster, Gardner, and Westminster, the agency provides car, homeowners, and business insurance supported by an experienced team of insurance professionals. ABM is dedicated to designing cost-effective insurance programs that protect both personal and commercial clients. For more than 100 years, the agency has emphasized personal service, offering support with claims, billing questions, and vehicle registration. Team members work directly with clients who value person-to-person interactions and knowledgeable guidance.

Role Description

The Personal Lines Account Manager is a full-time, on-site role based in Leominster, MA. This position is responsible for managing a book of personal insurance accounts, including auto, home, and other personal lines policies. Day-to-day tasks include advising clients on coverage options, processing new policies, renewals, endorsements, and cancellations, and responding promptly to inquiries by phone, email, and in person. The role involves providing proactive customer service, assisting clients with claims, explaining billing and policy documents, and maintaining accurate records in the agency management system. The Personal Lines Account Manager collaborates with colleagues and carriers to resolve issues, identify coverage gaps, and ensure that each client’s insurance program remains comprehensive and cost-effective.

Qualifications

• Demonstrated proficiency in Account Management and Personal Insurance to handle and grow a portfolio of personal lines clients.
• Strong Customer Service skills with the ability to communicate clearly, build relationships, and provide responsive, person-to-person support.
• Foundational knowledge of Insurance principles, products, and regulations relevant to personal lines; familiarity with Employee Benefits is a plus.
• Attention to detail, organizational skills, and comfort working with agency management systems and standard office software.
• Ability to work on-site in Leominster, MA, manage multiple priorities, and collaborate effectively with team members and carrier partners.
• Prior experience in an insurance agency or related financial services environment preferred; active Property & Casualty license in Massachusetts or willingness to obtain one within a defined timeframe.
• High school diploma or equivalent required; post-secondary education or relevant professional designations (e.g., CISR, CIC) are beneficial.