Personal Lines Account Manager

CPS, Inc.; Peabody (MA); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Paid time off

Team environment

Growth opportunities

Job summary

CPS, Inc. in Massachusetts is seeking a detail-oriented Personal Lines Account Manager to manage an existing book of personal insurance and provide exceptional service to clients.

You will handle policy changes, renewals, and inquiries, build lasting client relationships, and work with carriers to resolve issues while ensuring accurate records. Competitive compensation and benefits are offered.

Qualifications

• Active Property & Casualty (P&C) license required.
• Previous experience in Personal Lines account management or customer service.
• Strong communication, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with agency management systems and Microsoft Office is a plus.

Responsibilities

• Manage and service a book of Personal Lines insurance accounts.
• Assist clients with policy changes, renewals, endorsements, billing inquiries, and coverage questions.
• Prepare and process new business, renewals, and policy updates.
• Review policies for accuracy and identify opportunities for additional coverage.
• Build lasting relationships with clients while delivering excellent customer service.
• Work closely with carriers and internal team members to resolve policy issues efficiently.
• Maintain accurate client records and documentation in the agency management system.

Skills

P&C license

Customer service

Organization

Problem solving

Multi-tasking

Tools

Agency management system

Microsoft Office

Job description

Salary: Up to $75,000 (based on experience)

Job Summary: We are seeking a detail-oriented and customer-focused Personal Lines Account Manager to join our growing insurance team. In this role, you will manage an existing book of personal insurance business, build strong client relationships, and provide exceptional service by assisting clients with their insurance needs.

Responsibilities

• Manage and service a book of Personal Lines insurance accounts.
• Assist clients with policy changes, renewals, endorsements, billing inquiries, and coverage questions.
• Prepare and process new business, renewals, and policy updates.
• Review policies for accuracy and identify opportunities for additional coverage.
• Build lasting relationships with clients while delivering excellent customer service.
• Work closely with carriers and internal team members to resolve policy issues efficiently.
• Maintain accurate client records and documentation in the agency management system.

Qualifications

• Active Property & Casualty (P&C) Insurance License required.
• Previous experience in Personal Lines insurance account management or customer service.
• Strong communication, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with agency management systems and Microsoft Office is a plus.

What We Offer

• Competitive salary up to $75,000
• Comprehensive benefits package
• Paid time off and holidays
• Supportive, team-oriented work environment
• Opportunities for professional growth and career advancement