Personal Lines Account Manager

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

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Paid time off and holidays

Team-oriented work environment

Job summary

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

The role emphasizes building lasting client relationships, handling policy changes, renewals, endorsements, and billing inquiries, while coordinating with carriers and internal teams to resolve issues.

Qualifications

• Active P&C license required to qualify for the role.
• Experience in Personal Lines account management or customer service preferred.
• Strong communication and organizational skills are essential for success.

Responsibilities

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

Skills

Communication

Organization

Problem-solving

Multitasking

Education

Active Property & Casualty (P&C) Insurance License

Tools

Agency management systems

Microsoft Office

Job description

Personal Lines Account Manager

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

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