Personal Lines Account Manager

Moran & Associates Insurance Staffing; Quincy (MA); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

401(k)

Disability insurance

Health insurance

Paid time off

Vision insurance

Job summary

Moran & Associates Insurance Staffing is seeking a Personal Lines Account Manager to oversee auto, homeowners, renters, and related policies. You will deliver proactive service, educate clients on coverage options, and manage renewals in a supportive, team-oriented environment.

With 2+ years in personal lines, you will collaborate with carriers and colleagues to ensure accurate policies and excellent client outcomes in a hybrid work setting in Quincy, MA.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• State license (Property & Casualty) required or to be obtained within the specified period.
• 2+ years of experience in personal lines insurance or related field.
• Exceptional customer service and interpersonal skills.
• Strong written and verbal communication abilities.
• Proficiency in agency management systems and MS Office.
• Detail-oriented with strong organizational and time-management skills.
• Ability to work independently and as part of a team in a fast-paced environment.

Responsibilities

• Manage an assigned book of personal lines accounts (auto, homeowners, renters, etc.).
• Provide day-to-day client service, responding to inquiries with a solutions-oriented approach.
• Process policy changes, endorsements, renewals, and cancellations accurately.
• Educate clients on coverage options and risk management best practices.
• Partner with carriers to obtain quotes, negotiate terms, and achieve favorable outcomes.
• Review policy documents for accuracy before delivery to clients.
• Maintain records in the agency management system.
• Identify opportunities for account rounding and cross-selling.
• Stay up-to-date on industry trends, carrier guidelines, and regulations.
• Collaborate with producers, underwriters, and team members to ensure client satisfaction.

Skills

Exceptional customer service

Strong written and verbal comms

Detail-oriented

Time-management

Teamwork and independence

Education

High school diploma or equivalent

College degree preferred

Tools

Agency management systems

Microsoft Office Suite

Job description

THIS IS TRULY A FANTASTIC OPPORTUNITY! Join our welcoming and collaborative team as a Personal Lines Account Manager! In this role, you’ll be the trusted advisor for our valued personal insurance clients, fostering long-term relationships in a supportive, friendly environment. We pride ourselves on a positive workplace culture where teamwork, respect, and professional growth are encouraged. If you enjoy helping people and thrive in a client-focused setting, we’d love to meet you!

About the Role

As a Personal Lines Account Manager, you will manage an assigned book of personal lines insurance accounts, including auto, homeowners, renters, and other related policies.

Responsibilities

• Manage an assigned book of personal lines insurance accounts, including auto, homeowners, renters, and other related policies.
• Provide exceptional day-to-day client service, responding to inquiries and resolving issues with a warm, solutions-oriented approach.
• Process policy changes, endorsements, renewals, and cancellations accurately and efficiently.
• Educate and advise clients on coverage options, policy features, and risk management best practices.
• Partner with insurance carriers to obtain quotes, negotiate terms, and ensure favorable client outcomes.
• Review policy documents for accuracy and completeness before delivering them to clients.
• Maintain accurate records in the agency management system.
• Identify opportunities for account rounding and cross-selling additional insurance products.
• Stay up-to-date on industry trends, carrier guidelines, and regulatory requirements.
• Collaborate with producers, underwriters, and fellow team members in a cooperative and supportive manner to ensure client satisfaction and retention.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• State insurance license (Property & Casualty) required or must be obtained within a specified period.
• 2+ years of experience in personal lines insurance, agency, or a related field preferred.
• Exceptional customer service and interpersonal skills.
• Strong written and verbal communication abilities.
• Proficiency in agency management systems and Microsoft Office Suite.
• Detail-oriented with excellent organizational and time-management skills.
• Ability to work independently and as part of a team in a fast-paced, positive environment.

Required Skills

• Exceptional customer service and interpersonal skills.
• Strong written and verbal communication abilities.
• Proficiency in agency management systems and Microsoft Office Suite.
• Detail-oriented with excellent organizational and time-management skills.
• Ability to work independently and as part of a team in a fast-paced, positive environment.

Preferred Skills

• 2+ years of experience in personal lines insurance, agency, or a related field preferred.

Pay range and compensation package

Competitive salary commensurate with experience, plus a comprehensive benefits package.

Equal Opportunity Statement

We’re excited to welcome a new team member who shares our commitment to outstanding service and enjoys working in a friendly, people-first environment. We look forward to hearing from you!

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Job Types

Full-time, Permanent

• 401(k)
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location

Hybrid remote in Quincy, MA 02169