Personal Lines Account Manager

Mission Staffing; Massachusetts; On-site; USD 60,000 - 80,000; Full time

Job summary

A leading staffing agency seeks a Personal Lines Account Manager for a dynamic fintech firm in Massachusetts. In this role, you will manage and grow a portfolio of personal lines clients, ensuring satisfaction and retention. Key responsibilities include serving as the main point of contact and understanding client needs. Excellent communication and account management skills are vital for success. The role offers opportunities for professional growth in a rapidly evolving industry.

Qualifications

• Experience in account management, preferably in personal lines insurance.
• Strong understanding of insurance products and client engagement strategies.
• Excellent communication skills and ability to build long-term relationships.

Responsibilities

• Serve as the primary point of contact for an assigned book of business.
• Understand client needs and provide tailored insurance solutions.
• Proactively manage renewals and policy changes.

Skills

Consultative relationship management

Strategic execution

Client communication

Policy management

Job description

Our client, a global fintech firm is seeking a Personal Lines Account Manager to join its growing team. This role offers a dynamic opportunity to support client success through consultative relationship management, strategic execution, and the innovative use of technology. The Personal Lines Account Manager will be responsible for managing and growing a portfolio of personal lines clients, ensuring high levels of satisfaction, retention, and engagement while identifying opportunities for expansion and cross‑selling.

Key Responsibilities

• Serve as the primary point of contact for an assigned book of business, managing day‑to‑day client communications and fostering long‑term relationships.
• Understand client needs and objectives, providing tailored insurance solutions and strategic recommendations.
• Proactively manage renewals, policy changes, and ongoing client relationships.
• Maintain accurate and timely policy updates within the Agency Management System and related client engagement platforms.
• Ensure consistent engagement throughout the client lifecycle to drive satisfaction and retention