Personal Lines Account Manager (Hybrid
Listed on 2026-08-09
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Insurance
Insurance Agent & Advisor, Insurance Sales, Property Insurance -
Sales
Insurance Sales
Location: North Easton
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.
- Minimum of three (3) years of relevant personal lines insurance or account management experience.
- Active Massachusetts Property & Casualty insurance license.
- 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.
- 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 detail.
- Authorized to work in the U.S. without current or future sponsorship.
We offer a comprehensive health and welfare program to employees, family members, and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. Benefits include:
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company‑paid Short‑Term Disability, Long‑Term Disability and Group Term Life
- Company‑paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401(k) Retirement Plan
Base salary: $55,000 - $70,000, dependent upon candidate experience.
Patriot Growth Insurance Services is an equal‑opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training.
Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time.
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