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Personal Lines Account Manager

Job in Georgetown, Essex County, Massachusetts, 01833, USA
Listing for: Goodwin Recruiting
Full Time position
Listed on 2026-08-10
Job specializations:
  • Insurance
    Insurance Sales, Insurance Agent & Advisor, Property Insurance
  • Sales
    Insurance Sales
Job Description & How to Apply Below

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 Power Point
  • 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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