Personal Lines Account Manager I

Baycoast Bank; Massachusetts; Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

Health, dental, and vision insurance

401(k) plan with company match

Pension plan; fully funded by BayCoast

Paid time off, personal days, and sick

Opportunities for career development

Student Loan Paydown

Education Assistance Program

Collaborative team culture

Job summary

BayCoast Insurance LLC in Swansea, MA is seeking a Personal Lines Account Manager I to join our growing team. You’ll manage a book of business, provide timely client service, and advise on coverage options to protect what matters most.

As a Hybrid role with flexible work, we value professional conduct, accuracy, and relationship-building. MA P&C license or ability to obtain within 90 days is required, with opportunities for career growth and competitive benefits.

Qualifications

• Strong communication, written and verbal.
• Ability to manage multiple priorities accurately in a high-volume setting.
• Thorough understanding of personal lines products, underwriting, and rating.
• Experience with Agency Management Systems (Applied Epic preferred).
• Professionalism and attention to detail; MA license required or to be obtained within 90 days.

Responsibilities

• Manage an assigned book of business with a focus on accuracy, retention, and efficiency.
• Build and maintain strong relationships with clients by providing timely and professional service.
• Counsel clients on coverage options, identify opportunities to enhance protection, and assist with re-marketing when necessary.
• Process all transactions, including endorsements, renewals, cancellations, reinstatements, and new business submissions.
• Maintain complete, accurate documentation and activity notes in the Agency Management System.
• Collaborate with carriers, underwriters, and internal teams to ensure the best possible client outcomes.
• Stay informed on industry trends, carrier underwriting guidelines, and agency procedures.
• Perform additional responsibilities as assigned to support agency goals.

Skills

Excellent communication skills

Multitasking in high-volume env

Personal lines insurance knowledge

Agency management systems experience

Proficiency in Microsoft Office

Attention to detail and professional

Education

Massachusetts Property & Casualty license or ability to obtain within 90 days of hire

Tools

Applied Epic

Microsoft Office

Comparative rating software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Personal Lines Account Manager I

Full Time Customer Service Rep Wilbur Ave Insurance, Swansea, MA, US

3 days ago Requisition ID: 1744

Salary Range: $54,829.00 To $84,998.00 Annually

PERSONAL LINES ACCOUNT MANAGER I

BAYCOAST INSURANCE LLC

Position Description

Position Title: Personal Lines Account Manager

Department: BayCoast Insurance LLC

Salary Range:$54,829.00 To $84,998.00 Annually

FLEXIBLE WORK PROGRAM ELIGIBILITY CODE: Hybrid Work (HW)

Bilingual: Spanish/Portuguese a plus but not required

Are you a service-driven insurance professional who takes pride in helping clients protect what matters most? BayCoast Insurance LLC is seeking a Personal Lines Account Manager to join our growing team. In this role, you’ll play a key part in supporting our clients and our agency’s long-term growth goals.

Our Account Managers are relationship builders, problem solvers, and key partners who deliver exceptional service with accuracy and care. If you thrive in a fast-paced, client- focused environment where teamwork, efficiency, and professionalism are valued, we want to hear from you!

What will you do:

• Manage an assigned book of business with a focus on accuracy, retention, and efficiency.
• Build and maintain strong relationships with clients by providing timely and professional service.
• Counsel clients on coverage options, identify opportunities to enhance protection, and assist with re-marketing when necessary.
• Process all transactions, including endorsements, renewals, cancellations, reinstatements, and new business submissions.
• Maintain complete, accurate documentation and activity notes in Agency Management System.
• Collaborate with carriers, underwriters, and internal teams to ensure the best possible client outcomes.
• Stay informed on industry trends, carrier underwriting guidelines, and agency procedures.
• Perform additional responsibilities as assigned to support agency goals.

Qualifications:

• Excellent communication skills-both written and verbal.
• Ability to manage multiple priorities accurately and efficiently in a high-volume environment.
• Thorough understanding of personal lines insurance products, underwriting, and rating.
• Experience with Agency Management Systems (Applied Epic preferred)
• Proficiency in Microsoft Office and comparative rating software.
• High level of professionalism. Integrity, and attention to detail.
• Massachusetts Property & Casualty license requires (or ability to obtain within 90 days of hire)

What we offer:

BayCoast Insurance provides a comprehensive and competitive benefits package including:

• Competitive base salary and annual performance incentives.
• Health, dental, and vision insurance
• Short Term/Long Term Disability.
• 401(k) plan with company match.
• Pension plan; fully funded by BayCoast.
• Paid time off, personal days, and sick time.
• Opportunities for career development, continuing education, and advancement.
• Student Loan Paydown.
• Education Assistance Program.
• A collaborative, supportive team culture that values both professional and personal growth.

In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift to 20 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or travel.