Personal Lines Insurance Account Manager

CPS, Inc.; Swampscott (MA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Career growth opportunities

PTO & holidays

Job summary

CPS, Inc. in Massachusetts is looking for an experienced Personal Lines Account Manager to oversee a portfolio of auto, home, and renters policies and deliver exceptional client service.

You will be the primary contact for clients, present quotes and renewals, assess coverage needs, and identify cross-sell opportunities while ensuring accurate policy issuance and timely claims processing.

Qualifications

• Strong knowledge of personal insurance policies, coverage, and industry regulations.
• Excellent communication and customer service skills.
• Ability to manage multiple accounts and prioritize effectively.

Responsibilities

• Manage a portfolio of personal lines insurance accounts, including auto, home, and renters insurance policies.
• Serve as the primary point of contact for clients, answering inquiries and providing advice on coverage options.
• Review and assess clients’ current insurance policies, suggesting coverage adjustments as needed.
• Prepare, present, and explain insurance quotes, policy changes, and renewals to clients.
• Ensure accurate policy issuance, endorsements, and timely claims processing.
• Maintain strong relationships with clients to encourage retention and satisfaction.
• Identify opportunities for cross-selling and upselling additional personal insurance products based on client needs.

Skills

Customer service

Account management

Insurance policy knowledge

Communication skills

Education

Property & Casualty License

Job description

Job Title

Personal Lines Insurance Account Manager

Location

Wyoma, MA (In office)

Department

Personal Lines Insurance

Job Overview

We are seeking an experienced Personal Lines Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts and providing exceptional client service. You will work closely with clients to ensure their coverage meets their evolving needs.

Key Responsibilities

• Manage a portfolio of personal lines insurance accounts, including auto, home, and renters insurance policies.
• Serve as the primary point of contact for clients, answering inquiries and providing advice on coverage options.
• Review and assess clients’ current insurance policies, suggesting coverage adjustments as needed.
• Prepare, present, and explain insurance quotes, policy changes, and renewals to clients.
• Ensure accurate policy issuance, endorsements, and timely claims processing.
• Maintain strong relationships with clients to encourage retention and satisfaction.
• Identify opportunities for cross-selling and upselling additional personal insurance products based on client needs.

Qualifications

• Property & Casualty License
• Strong knowledge of personal insurance policies, coverage, and industry regulations.
• Excellent communication and customer service skills.
• Ability to manage multiple accounts and prioritize effectively.

Benefits

• Health, dental, and vision insurance
• 401(k) plan with employer match
• Growth opportunities for career advancement within the company
• Work life balance, paid time off and holidays

Salary

$60,000 - $75,000 based on experience