Job Overview – Personal Lines Account Manager
Compensation: $55,000 – $70,000/year
Location: Middlesex County, MA
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring a Personal Lines Account Manager in Middlesex County, MA for our client, supporting personal insurance accounts, client service, and policy administration within an established insurance agency. This role will serve as the primary point of contact for a portfolio of clients, providing day-to-day account management, policy servicing, renewals, and coverage guidance while building long-term client relationships. The ideal candidate will have personal lines insurance experience, strong customer service skills, and the ability to manage multiple priorities in a fast-paced environment.
Responsibilities as the Personal Lines Account Manager:
- Account Management: Manage a portfolio of personal lines insurance accounts while providing exceptional service and ongoing client support.
- Policy Servicing: Process policy changes, endorsements, renewals, cancellations, and coverage updates while ensuring accuracy and timely completion.
- Client Support: Respond to client inquiries, explain coverage options, and assist with policy recommendations to meet clients’ insurance needs.
- Quoting & Renewals: Prepare insurance quotes, coordinate renewals, and support cross-selling opportunities across personal insurance products.
- Carrier Coordination: Communicate with insurance carriers to obtain underwriting information, resolve policy issues, and facilitate account servicing.
- Documentation & Administration: Maintain accurate client records, process transactions within the agency management system, and ensure compliance with agency procedures.
Qualifications for the Personal Lines Account Manager:
- Education: High school diploma or equivalent is required.
- Licensure: Active Property & Casualty insurance license is required.
- Experience: 5+ years of experience in personal lines insurance account management or client servicing is required.
- Industry Knowledge: Strong knowledge of personal lines insurance products, underwriting principles, policy coverage, and renewals is required.
- Technical Skills: Experience with agency management systems, Applied Epic, Microsoft Office Suite, and insurance carrier platforms is preferred.
- Skills & Attributes: Strong communication, customer service, organizational, and problem-solving skills with the ability to manage multiple priorities and build lasting client relationships are required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.