Personal Lines Account Manager

Summit Bridge Partners; Swampscott (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Healthcare

401k

Generous PTO

Job summary

Summit Bridge Partners in Swampscott, MA is looking for a Personal Lines Account Manager to manage a high-volume book of business. This role demands strong customer service and organizational skills within a collaborative team atmosphere.

The ideal candidate will have an active Property & Casualty License, experience in the insurance industry, and a proactive approach to client service. The position offers a salary range of $60K to $80K DOE, with benefits including healthcare, 401k, and generous PTO.

Qualifications

• Must have an active Property & Casualty License.
• Strong customer service and communication skills.
• Ability to manage a high-volume workload effectively.

Responsibilities

• Manage a personal lines book of business consisting of approximately 1,000–1,200 clients.
• Provide exceptional service and support to policyholders.
• Process policy changes, renewals, endorsements, and cancellations.

Skills

Customer service

Communication skills

Organization

Multitasking abilities

Attention to detail

Team-oriented mindset

Education

Active Property & Casualty License

Tools

AMS360

Job description

Personal Lines Account Manager

Location: Swampscott, MA

Compensation: $60K - $80k DOE

A growing independent insurance agency is seeking a Personal Lines Account Manager to join its collaborative and customer-focused team in Swampscott, MA. The organization combines the stability of a family‑business atmosphere with the momentum of an expanding agency focused on long‑term growth.

With a strong commitment to customer service, teamwork, and integrity, the agency offers employees a supportive, non‑corporate environment where professional development and collaboration are highly valued.

Role

The Personal Lines Account Manager will manage a high‑volume personal lines book of business while delivering exceptional customer service and support to policyholders. This position is ideal for an organized, service‑oriented insurance professional who enjoys working in a fast‑paced and team‑focused environment.

Responsibilities

• Manage a personal lines book of business consisting of approximately 1,000–1,200 clients
• Provide exceptional service and support to policyholders
• Process policy changes, renewals, endorsements, and cancellations
• Respond to client questions regarding coverage, billing, and claims support
• Review policies and recommend appropriate coverage solutions
• Build and maintain strong client relationships to support retention efforts
• Collaborate with internal team members to support agency growth initiatives

Qualifications

• Active Property & Casualty License required
• Strong customer service and communication skills
• Excellent organization and multitasking abilities
• Team-oriented mindset
• Strong attention to detail
• Ability to manage a high-volume workload effectively

Preferred Background

• Insurance agency experience preferred
• Experience managing personal lines accounts within an independent agency environment
• Familiarity with AMS360 and carrier management platforms
• Self‑motivated and proactive approach to client service
• Experience handling a large book of personal lines business efficiently

Compensation & Benefits

• Base salary range: $60,000 – $80,000
• Possible bonus opportunities
• Healthcare and 401k
• Generous PTO

If you are looking for a long‑term opportunity with a growing independent agency that values teamwork, customer service, and professional growth, we encourage you to apply.