Personal Lines CSR

We are seeking an experienced and client-focused Personal Lines Account Manager to join our growing team. This position is ideal for an insurance professional who thrives in a fast-paced, collaborative environment and is committed to delivering exceptional client service. You will manage a portfolio of personal lines accounts, ensuring policy accuracy, timely processing, and superior communication.

We specialize in a variety of insurance solutions to help you find the protection you need. Your risks are unique to you, so you need coverage that’s designed for you—no one else. We use our 24+ years of insurance experience to help you understand your needs so we can help you find a policy from one of the several top-rated insurance companies we represent.

We have a passion for more than just insurance.

Finding you a policy isn’t the only thing we do at 4 Insurance LLC. We also dedicate ourselves to serving you, our community, and other business leaders. In fact, even though our agency was founded back in 2021, we’re already award-winning for all of the great work we’ve done in our community, earning the title of Women Business of the Year from the North Shore Latino Business Association.

Our passion is service—to our clients, to our community, and to you.

• Manage and service a designated portfolio of personal lines clients, including auto, home, and umbrella policies.
• Process renewals, endorsements, cancellations, and billing inquiries accurately and promptly.
• Provide professional guidance on coverage options and policy recommendations.
• Serve as the primary liaison between clients and carriers for underwriting, claims, and policy servicing.
• Maintain accurate client records in the agency management system.
• Deliver responsive, courteous, and professional customer service.
• Assist with daily office operations, including greeting visitors, managing mail, and maintaining common areas.
• Collaborate with colleagues to ensure smooth workflows and optimal client satisfaction.

• Minimum of 2 years’ experience in personal lines insurance account management.
• Active Massachusetts Property & Casualty license (or ability to obtain promptly).
• Comprehensive knowledge of personal insurance products and carrier systems.
• Strong organizational skills with exceptional attention to detail.
• Excellent verbal and written communication abilities.
• Ability to perform effectively in a fast-paced, team-oriented office environment.

• Competitive salary commensurate with experience.
• Health and dental insurance.
• 401(k) retirement plan with employer participation.
• Paid time off and company-recognized holidays.
• Support for continuing education and professional licensing.
• A positive, team-driven work culture at both Lawrence and Salem offices.