Personal Lines Account Manager: Client Relationships & Growth

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

Benefits offered by this job

Health insurance

Retirement benefits

Commission opportunity

Job summary

Summit Bridge Partners is seeking a Personal Lines Account Manager in the United States to serve as the primary contact for a book of personal lines accounts. You will deliver exceptional service, guide coverage options, and help clients navigate their policies throughout their lifecycle.

The ideal candidate builds lasting relationships, stays organized in a fast-paced environment, and communicates insurance concepts clearly.

Qualifications

• Active Property & Casualty license required.
• Experience in personal lines insurance in an agency setting.
• Ability to build lasting client relationships and deliver exceptional service.

Responsibilities

• Manage an assigned book of personal lines accounts, providing responsive and professional service to clients.
• Serve as the main contact for policyholders, handling questions and requests by phone, email, and in person.
• Review coverage with clients and make recommendations to help ensure their insurance programs meet their needs.
• Process policy renewals, endorsements, cancellations, and other account changes accurately and efficiently.
• Review applications and policy documentation prior to carrier submission to maintain accuracy and compliance.
• Stay informed on carrier guidelines, industry developments, and market trends to advise clients.
• Identify opportunities to strengthen existing client relationships through additional insurance products and services.
• Assist with quoting new business and supporting client retention initiatives.
• Partner with producers, customer service staff, and agency leadership to provide a seamless client experience.
• Maintain accurate records within the agency management system and ensure compliance with procedures and regulations.

Skills

Active P&C license

Excellent communication

Organizational skills

Tools

Agency management platforms

Microsoft Office

Job description

Summit Bridge Partners is seeking a Personal Lines Account Manager in the United States to serve as the primary contact for a book of personal lines accounts. You will deliver exceptional service, guide coverage options, and help clients navigate their policies throughout their lifecycle.

The ideal candidate builds lasting relationships, stays organized in a fast-paced environment, and communicates insurance concepts clearly.