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Personal Lines Account Manager; Hybrid

Job in North Easton, Bristol County, Massachusetts, 02357, USA
Listing for: PDCM Insurance Inc.
Full Time position
Listed on 2026-06-20
Job specializations:
  • Insurance
    Insurance Sales, Insurance Agent & Advisor, Property Insurance
  • Sales
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Personal Lines Account Manager (Hybrid)
Location: North Easton

Careers At Patriot Growth Insurance Services and Partner Agencies

Current job opportunities are posted here as they become available.

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.

Position Overview

We are seeking a dedicated and detail‑oriented Personal Lines Account Manager to join our team. This role is responsible for managing a portfolio of personal insurance accounts by delivering proactive client service, supporting renewals and new business activity, and providing thoughtful coverage recommendations to meet client needs. The ideal candidate thrives in a fast‑paced, collaborative environment and is passionate about delivering exceptional customer service while supporting account retention and growth.

Work

Location

This is a hybrid position reporting to our North Easton, MA office.

Professional Responsibilities
  • Deliver responsive, high‑quality service while serving as a primary point of contact for personal lines clients, addressing policy inquiries, renewals, endorsements, billing questions, and service requests.
  • Write and service Personal Lines insurance policies, including quoting new business through multiple carrier platforms to provide comprehensive and competitive coverage options.
  • Market and remarket accounts to support client retention, identify competitive coverage opportunities, and help drive agency growth.
  • Review and analyze existing client accounts to identify eligible discounts, potential coverage gaps, and value‑driven insurance recommendations aligned with client needs.
  • Evaluate coverage limits and policy structures to ensure clients are appropriately protected and informed about available options.
  • Prepare re‑quotes and remarket policies when requested or when coverage, pricing, or client circumstances warrant review.
  • Support Producers with sales‑related and administrative activities while collaborating with internal team members to achieve departmental and organizational goals.
  • Develop and maintain strong professional relationships with clients, carrier representatives, and internal stakeholders to support exceptional service and long‑term account success.
  • Maintain accurate and timely documentation within the agency management system, ensuring policy information, communications, and account activity remain current.
  • Stay informed on industry trends, carrier products, insurance regulations, and best practices through ongoing professional development and continuous learning.
Qualifications and Requirements
  • Minimum of three (3) years of relevant personal lines insurance or account management experience required.
  • Active Massachusetts Property & Casualty insurance license required.
  • Prior experience in Property & Casualty insurance with a focus on the Personal Lines market preferred.
  • Working knowledge of AMS
    360 or comparable agency management systems preferred.
  • Proficiency with Microsoft Office applications, including Outlook and Excel, required.
  • Bachelor’s degree preferred;
    High school diploma or equivalent required.
  • Strong written and verbal communication skills with the ability to build and maintain professional relationships.
  • Highly organized, detail‑oriented, and able to manage multiple priorities in a collaborative, fast‑paced environment.
  • Demonstrated ability to work independently, prioritize workload, and meet deadlines with accuracy and attention to…
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