Personal Lines Account Manager

Personal Lines Account Manager

17 Sep 2024
Massachusetts, Boston, 02108 Boston USA

Personal Lines Account Manager

A popular insurance company in Framingham, MA is seeking a highly motivated Personal Lines Account Manager to join their team! In this hybrid role, you’ll enjoy the flexibility of working three days in the office and two days from home. The ideal candidate will have 2+ years of experience in personal lines account management (or be ready to step up from a personal lines assistant role) and hold a P&C license. You can look forward to a friendly, collaborative culture with a relaxed atmosphere, where team members are encouraged to share ideas and take ownership of their work. This is a fantastic opportunity for someone looking for a supportive environment with opportunities for growth and work-life balance!

Personal Lines Account Manager Requirements:

2+ years of experience in personal lines account management or related experience (personal lines assistant ready to step up)

Property & Casualty (P&C) license is required

Strong client communication skills, both verbal and written

Proficiency in handling client inquiries and managing multiple accounts

Detail-oriented, able to prioritize tasks, and work independently

Experience using Epic insurance management system is preferred (training available)

Bachelor’s degree is preferred

Personal Lines Account Manager Responsibilities:

Manage a book of 200-300 personal lines accounts (auto, home, condo, renters, umbrella, etc.)

Handle client communications including new account setups, policy renewals, endorsements, and policy changes

Work closely with producers and the team to ensure the best insurance solutions for clients

Assist clients with policy changes, such as adding/removing vehicles or homes

Review and market policies for competitive rates during renewal periods

Provide timely and accurate client support over the phone and via email

Handle endorsement requests and process changes in client policies

Benefits:

Medical, Dental and Vision insurance

401K plan with match

4 weeks vacation/PTO

Relaxed and friendly office culture, with team-building events and a collaborative environment

Hybrid schedule

Annual salary raises and reviews

Growth opportunities

Great work-life balance

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