Job Overview – Personal Lines Account Manager
Compensation: $50,000 – $70,000/year
Location: Essex County, MA
Schedule: Monday to Friday (In-Office)
Atlantic Group is hiring a Personal Lines Account Manager in Essex County, MA for our client, supporting personal insurance account management, policy servicing, renewals, and client relationship activities within a growing insurance agency. This opportunity will work closely with clients, carrier partners, and internal team members to provide exceptional customer service, manage day-to-day account needs, and support policy retention efforts. The ideal candidate will bring personal lines insurance experience, strong communication skills, and bilingual English and Spanish fluency.
Responsibilities as the Personal Lines Account Manager:
- Account Management: Service a portfolio of personal lines insurance accounts while providing ongoing support and guidance to clients.
- Policy Servicing: Process policy changes, renewals, endorsements, cancellations, and coverage updates while ensuring accuracy and timely completion.
- Client Support: Respond to client inquiries, explain coverage options, and assist with policy-related requests to maintain strong client relationships.
- Quoting & Rating: Prepare insurance quotes, compare coverage options, and assist clients with policy reviews and renewals.
- Carrier Coordination: Communicate with insurance carriers to obtain policy information, resolve issues, and support account servicing activities.
- Documentation Management: Maintain accurate account records, policy documentation, and client communications within agency systems.
Qualifications for the Personal Lines Account Manager:
- Education: High school diploma or equivalent is required.
- Licensure: Active Property & Casualty insurance license is required.
- Experience: 3+ years of experience in personal lines insurance, account management, customer service, or agency operations is required.
- Industry Knowledge: Experience servicing personal lines insurance policies and supporting policy renewals, endorsements, and coverage reviews is preferred.
- Technical Skills: Experience utilizing agency management systems and insurance carrier platforms is required.
- Skills & Attributes: Bilingual English and Spanish communication skills, strong customer service abilities, attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced environment 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.