Personal Lines Account Manager

Risman Insurance Agencies; Tewksbury (MA); Sur place; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Résumé du poste

Risman Insurance Agencies is seeking a Personal Lines Account Manager based in Medford, MA, with flexibility for one work-from-home day per week after onboarding. You will manage a book of personal lines clients, including home, auto, and umbrella, while guiding renewals, changes, and billing inquiries.

A P&C license and 3+ years of experience are highly valued. You will work with a supportive team committed to proactive service, accuracy, and client-focused communication, documenting all

Qualifications

• Active P&C license is required.
• 3+ years of personal lines insurance experience preferred.
• AMS360 experience strongly preferred.
• Proactive, client-focused mindset with strong communication.

Responsabilités

• Manage and retain a book of personal lines clients across home, auto, umbrella, and more.
• Handle renewals, policy changes, billing questions, claims guidance, and documentation.
• Identify account rounding and upsell opportunities that benefit the client.
• Quote, present, and bind coverage with clarity and confidence.
• Communicate regularly with clients to anticipate needs and avoid last-minute issues.
• Educate clients on coverage, risk, and options so they feel informed and protected.
• Document all client activity accurately in AMS360.
• Navigate carrier portals and tools to deliver fast, accurate solutions.
• Stay organized and responsive while managing a steady workload.
• Collaborate with team members to ensure a consistent and high-quality client experience.

Connaissances

Client-focused service

Strong organization

Proactive problem solving

Communication skills

Time management

Formation

Property & Casualty (P&C) license

3+ years personal lines experience

Outils

AMS360

DocuSign

Singlepoint

Carrier portals proficiency

Description du poste

Job Description

Risman Insurance Agencies is looking for a Personal Lines Account Manager to join our growing team. Based in Medford, MA, we also have locations in Tewksbury, Danvers and Burlington. If one of those offices is more convenient than Medford, were happy to have you work from there instead.

Were a team of over 50 professionals who take pride in delivering smart, proactive service to our clients. After completing onboarding, employees enjoy the flexibility of one work-from-home day per week.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

As a Personal Lines Account Manager, you'll be the go-to resource for clients - managing policies, answering questions, and providing proactive guidance that sets our service apart. This is not just a service role - it's a relationship role.

You'll be expected to:

• Manage and retain a book of existing personal lines clients across home, auto, umbrella, and more
• Handle renewals, policy changes, billing questions, claims guidance, and documentation
• Identify account rounding and up-sell opportunities that genuinely benefit the client
• Quote, present, and bind coverage with clarity and confidence
• Communicate regularly with clients to anticipate needs and avoid last-minute issues
• Educate clients on coverage, risk, and options so they feel informed and protected
• Document all client activity accurately in AMS360
• Navigate carrier portals and tools to deliver fast, accurate solutions
• Stay organized and responsive while managing a steady workload
• Collaborate with team members to ensure a consistent and high-quality client experience
• Go beyond the transaction -take the extra step to understand the full picture and offer meaningful support.

Requirements

We're looking for someone who brings both experience and the right mindset. Our ideal candidate is service-driven, detail-oriented, and focused on providing real value to clients - not just processing transactions. You should be someone who anticipates client needs, solves problems proactively, and sees every interaction as an opportunity to build trust.

You'll be a strong fit if you have:

• An active Property & Casualty (P&C) license (required)
• 3+ years of personal lines insurance experience (preferred)
• Strong working knowledge of AMS360 (strongly preferred)
• Confidence using carrier portals, rating tools, and insurance platforms
• A professional, client-first approach - you're thoughtful, thorough, and responsive
• Excellent organization and follow-through, with attention to accuracy and detail
• The ability to manage your workload independently and prioritize effectively
• Solid computer skills, including Microsoft Word, Excel, and Outlook
• Familiarity with tools like DocuSign and Singlepoint
• A proactive, improvement-focused mindset - you look for ways to streamline workflows and elevate every client interaction
• Comfort with change and technology - you embrace change and leverage technology to deliver smarter, more valuable service