Senior Account Manager - Personal Lines - Hybrid

RP Solutions; Quincy (MA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Paid time off

Retirement benefits

Professional development support

Hybrid work flexibility

Job summary

RP Solutions in Quincy, MA seeks a Senior Account Manager to manage a book of personal insurance clients, serving as the primary contact for policy service, renewals, coverage questions, billing issues, and account updates.

Responsibilities include renewals, endorsements, cancellations, policy changes, and coordinating with carriers and underwriters. The role emphasizes client service, cross-selling, and documentation, with potential hybrid work options.

Qualifications

• Active Massachusetts Property and Casualty Insurance License.
• 3+ years of personal lines insurance experience.
• Strong knowledge of homeowners, automobile, umbrella, flood coverages.
• Excellent communication, organization, and client-service skills.
• Ability to manage multiple priorities with accuracy and strong follow-through.

Responsibilities

• Manage the day-to-day service needs of personal lines clients.
• Process renewals, endorsements, cancellations, and policy changes.
• Review accounts, identify coverage gaps, and propose solutions.
• Respond to client questions regarding coverage, billing, claims, and renewals.
• Prepare quotes and coordinate with carriers and underwriters.
• Support account rounding, cross-selling, and client-retention efforts.
• Maintain accurate client and policy documentation.
• Collaborate with producers, carriers, mortgage companies, and internal teams.

Skills

Client service

Communication

Organization

Multitasking

Policy servicing

Tools

Applied Epic

Job description

Our client, a well-established insurance organization in Quincy, is seeking an experienced and client-focused Senior Account Manager. This individual will manage an assigned book of personal insurance clients and serve as the primary contact for policy service, renewals, coverage questions, billing issues, and account updates.

Responsibilities:

• Manage the day-to-day service needs of personal lines clients.
• Process renewals, endorsements, cancellations, and policy changes.
• Review accounts, identify coverage gaps, and recommend appropriate solutions.
• Respond to client questions regarding coverage, billing, claims, and renewals.
• Prepare quotes and coordinate with carriers and underwriters.
• Support account rounding, cross-selling, and client-retention efforts.
• Maintain accurate client and policy documentation.
• Collaborate with producers, carriers, mortgage companies, and internal teams.

Qualifications:

• Active Massachusetts Property and Casualty Insurance License.
• Three or more years of personal lines insurance experience preferred.
• Strong knowledge of homeowners, automobile, umbrella, flood, and related coverages.
• Excellent communication, organization, and client-service skills.
• Ability to manage multiple priorities with accuracy and strong follow-through.
• Experience with Applied Epic or a similar agency management system preferred.
• High-net-worth or complex personal lines experience is a plus.

Compensation and Benefits:

Our client offers competitive compensation, a comprehensive benefits package, paid time off, retirement benefits, professional-development support, and potential hybrid work flexibility.

Additional information regarding the company, compensation, and benefits will be shared with qualified candidates during the interview process.

Our client is an equal opportunity employer and considers all qualified applicants without regard to any status protected by applicable law.