Senior Personal Lines Account Manager – High-Net-Worth

JL Connects; Waltham (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Disability Insurance

Wellness Programs

Job summary

A local independent insurance agency in Waltham, MA, seeks a Personal Lines Account Manager with experience in Personal Lines Insurance, particularly with high-net-worth clients. Responsibilities include processing endorsements, managing client communication, and supporting renewal processes. Ideal candidates will have an active MA Property & Casualty license and be familiar with management systems like Applied Epic. Competitive benefits package offered.

Qualifications

• A few years of experience in Personal Lines Insurance.
• Strong understanding of high-net-worth accounts.
• Proficiency with management systems.

Responsibilities

• Process endorsements, audits, policy changes, and maintain follow-up lists.
• Prepare and process renewal information requests.
• Monitor communication with clients to manage information and provide quotes.
• Maintain client confidentiality and promote an engaging work environment.

Skills

Personal Lines Insurance experience

Familiarity with management systems like Applied Epic

Active MA Property & Casualty license

Knowledge of high-net-worth accounts

Job description

A local independent insurance agency in Waltham, MA, seeks a Personal Lines Account Manager with experience in Personal Lines Insurance, particularly with high-net-worth clients. Responsibilities include processing endorsements, managing client communication, and supporting renewal processes. Ideal candidates will have an active MA Property & Casualty license and be familiar with management systems like Applied Epic. Competitive benefits package offered.