Personal Lines Account Manager

About Morse Insurance Agency, a Division of Patriot Growth Insurance Services:

Founded in 1950, Morse Insurance has proudly served the insurance needs of individuals, families, and businesses throughout Southeastern Massachusetts for over seven decades. We’re committed to delivering trusted, personalized insurance solutions built on long-standing relationships and local expertise. Morse takes a consultative approach with every client, investing the time to understand their unique circumstances and deliver comprehensive coverage tailored to their specific needs.

Our experienced team partners with a broad network of local, regional, and national insurance carriers to provide reliable, competitive, and well‑crafted coverage options. At Morse, we combine deep industry knowledge with a community‑focused mindset, making us a trusted insurance resource right here in Southeastern Massachusetts.

We are seeking a dedicated and detail‑oriented insurance professional to join our team as a Personal Lines Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts and ensuring all client insurance needs are met. If you thrive in a fast‑paced, collaborative team environment and you’re passionate about delivering outstanding customer service, then we want to speak with you!

This is an in‑person position working out of our North Easton, MA office.

• Write and service Personal Lines insurance policies, including quoting new business using multiple carrier platforms to present comprehensive and competitive coverage options.
• Actively market and remarket accounts to drive business growth, expand opportunities, and attract new clients.
• Serve as the primary point of contact for all incoming service requests from existing clients, including renewals, policy changes, and general inquiries, while consistently delivering exceptional customer service.
• Review and analyze existing client accounts to identify eligible discounts and provide thoughtful, value‑driven coverage recommendations.
• Evaluate coverage limits to ensure clients are adequately and appropriately insured based on their individual needs.
• Prepare re‑quotes and remarket Personal Lines policies when requested or when it is in the client’s best interest.
• Provide sales and administrative support to Producers and collaborate with team members to achieve departmental and organizational goals.
• Develop and maintain strong, professional relationships with insurance carriers and clients.
• Accurately document and maintain all client records within the Agency Management System (AMS).
• Stay current on industry trends, products, and regulatory requirements, demonstrating a commitment to ongoing professional development and continuous learning.

• A Bachelor’s degree is preferred;
  High school diploma or equivalent required.
• Minimum of three (3) years of relevant experience required.
• Prior experience in Property & Casualty (P&C) insurance with a focus on the Personal Lines market preferred.
• Active MA Property & Casualty insurance license required.
• Working knowledge of AMS
  360 or comparable agency management systems a plus.
• Proficiency with Microsoft Office applications, including Outlook and Excel.
• Excellent verbal and written communication skills, with strong interpersonal abilities.
• Highly organized, detail oriented, and able to work effectively in a collaborative team environment.
• Demonstrated ability to manage workload independently, prioritize tasks, and meet deadlines.
• Authorized to work in the US without current or future sponsorship.

Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth‑focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest‑growing companies. With more than 2,100 employees operating in 170 locations and across 48 states, Patriot’s collaborative model delivers…