Personal Lines Account Manager

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

Benefits offered by this job

Salary up to $75k

Benefits package

PTO and holidays

Team-oriented environment

Career growth

Job summary

CPS, Inc. is seeking a detail-oriented Personal Lines Account Manager to manage an existing book of personal insurance and deliver exceptional client service in a collaborative team environment.

You will handle policy changes, renewals, and billing inquiries while building strong client relationships and coordinating with carriers to resolve issues. A valid P&C license and prior Personal Lines experience are required.

Qualifications

• Active Property & Casualty (P&C) Insurance License required.
• 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.

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

Personal Lines experience

Customer service

Communication

Organization

Problem-solving

Multitasking

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