Senior Account Manager

Lawrence Partnership; Massachusetts; On-site; USD 100,000 - 125,000; Full time

Job summary

A leading insurance firm in Massachusetts is seeking an experienced insurance salesperson to expand client relations and enhance business growth. The role involves developing retention strategies and managing client interactions while exceeding sales targets. A minimum of 3 years in commercial insurance is required, along with strong communication skills and an active Massachusetts license. The firm offers competitive compensation and a team-oriented culture.

Benefits

Health and dental insurance

401(k) retirement plan

Paid time off

Qualifications

• Proven experience in personal and commercial insurance sales.
• Strong understanding of insurance products and industry regulations.
• Ability to meet and exceed sales targets.

Responsibilities

• Identify and pursue new business opportunities.
• Create and implement client retention strategies.
• Conduct needs assessments for insurance products.

Skills

Personal and commercial insurance sales

Client relationship management

Communication skills

Negotiation skills

Organizational skills

Leadership skills

Education

Active Massachusetts Property & Casualty license

Minimum 3 years of experience in commercial lines insurance

Tools

Insurance management systems

Microsoft Office Suite

Job description

Key Responsibilities

Business Development & Growth

• New Business Handling: Identify, research, and pursue new business opportunities to expand the company’s client base and increase revenue.
• Meet or exceed sales targets for both personal and commercial insurance products.
• Develop and execute targeted sales campaigns to attract prospective clients.

Client Retention & Relationship Management

• Create and implement retention strategies to maintain long-term client relationships.
• Ensure ongoing satisfaction by providing proactive communication, policy reviews, and timely resolution of issues.
• Build strong relationships with individual and business clients through trust, responsiveness, and personalized service.

Client & Policy Management

• Conduct thorough needs assessments to identify appropriate insurance products and coverage levels.
• Manage policy renewals, endorsements, cancellations, and claims support.
• Provide guidance on policy options, coverage enhancements, and compliance requirements.

Operational & Administrative Oversight

• Oversee billing processes, ensuring accuracy and timely invoicing.
• Assist clients with claims filing and follow-up to ensure efficient resolution.
• Prepare and present detailed sales reports, performance metrics, and forecasts to senior management.

Team Collaboration & Leadership

• Work closely with internal teams, including underwriting, claims, and customer service, to ensure seamless client experiences.
• Train, mentor, and oversee less experienced staff, ensuring compliance with company policies, procedures, and best practices.
• Foster a collaborative work environment that supports professional growth and exceptional client service.

Qualifications & Skills

• Proven experience in personal and commercial insurance sales, account management, or related role.
• Strong understanding of insurance products, policy structures, and industry regulations.
• Demonstrated ability to meet and exceed sales targets.
• Excellent communication, negotiation, and interpersonal skills.
• Proficiency in insurance management systems and Microsoft Office Suite.
• Strong organizational skills with the ability to manage multiple priorities.
• Leadership skills with experience in staff training and development.

Note: Qualifications

• Minimum 3 years of experience in commercial lines insurance.
• Active Massachusetts Property & Casualty license (or ability to obtain).
• Strong understanding of commercial insurance products, including General Liability, Property, Workers’ Compensation, and Commercial Auto.
• Proficiency with agency management systems and carrier portals.
• Excellent communication, customer service, and relationship-building skills.
• Ability to manage multiple priorities in a fast-paced environment.

Compensation & Benefits

• Competitive salary based on experience.
• Health and dental insurance.
• 401(k) retirement plan with employer participation.
• Paid time off and company-recognized holidays.
• Continuing education and licensing support.
• A positive, team-driven work culture at our Lawrence and Salem offices.