Personal Lines Account Manager

@ Goodwin Recruiting

Personal Lines Account Manager

Georgetown, MA

Posted 4 days ago

About the job

Join a well-established insurance agency in Georgetown, MA, focused on customer service, tailored solutions, and team success. Offer comprehensive benefits and career growth opportunities.

Requirements

High school diploma or GED
Minimum 3 years of Personal Lines experience
Property & Casualty Insurance License
Strong communication skills
Proficiency in Microsoft Office

Qualifications

Ability to exercise sound judgment
Professionalism in client interactions
Experience with Epic System (a plus)
Familiarity with cross-selling and upselling

Full job description

Personal Lines Account Manager - Georgetown, MA

Join a stable, well-established insurance agency dedicated to delivering exceptional customer service and tailored solutions. This is an exciting opportunity to manage a diverse book of business while making a direct impact on customer retention and team success.

Personal Lines Account Manager Benefits & Compensation

Competitive compensation based on experience
Comprehensive health, dental, and vision coverage
401(k) with company match
Paid time off and holidays
Supportive, team-oriented culture with opportunities for career advancement

Personal Lines Account Manager Requirements & Qualifications

High school diploma or GED required
Minimum 3 years of experience in Personal Lines insurance
Property & Casualty Insurance License required
Strong written and verbal communication skills
Proficiency in Microsoft Word, Excel, Access, and PowerPoint
Ability to exercise sound judgment, maturity, and professionalism in all client and team interactions
Experience with Epic System is a plus
Familiarity with cross-selling and upselling insurance products

Personal Lines Account Manager Day-to-Day Responsibilities

Manage a personal lines book of business, providing proactive, individualized customer service
Respond promptly and accurately to complex customer inquiries regarding policies, coverages, and claims
Oversee processing of new policies, renewals, endorsements, and cancellations to ensure accuracy and timeliness
Maintain and update client and policy information within the agency management system
Serve as a trusted advisor, helping clients understand their insurance options and guiding them through coverage selections
Identify opportunities for cross-selling and upselling additional insurance products
Collaborate with team members and participate in agency meetings to support collective goals
Ensure all account management activities comply with company policies and regulatory requirements
Mentor and assist in the training of junior account managers as needed

If you’re passionate about delivering great service and growing your skills in a respected insurance agency, we encourage you to apply.

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