Personal Lines Account Manager

Morse Insurance Agency |
North Easton, MA |
Hybrid |
Full-Time

As a Personal Lines Account Manager, you'll play a central role in helping clients protect what matters most. You'll serve as a trusted advisor and primary point of contact, providing thoughtful guidance, proactive service, and tailored insurance solutions that support long-term client relationships.
In this role, you'll manage a personal lines book of business, partner with producers and carrier representatives, and help clients navigate coverage options with confidence. You'll balance relationship management, policy servicing, renewals, and remarketing activities while contributing to retention and agency growth in a collaborative team environment.

• Deliver exceptional client service by responding to policy inquiries, endorsements, billing questions, renewals, and service requests accurately and efficiently.
• Market and remarket personal lines accounts to identify competitive coverage options, support retention efforts, and strengthen client relationships.
• Analyze existing policies to identify coverage gaps, discount opportunities, and recommendations that align with client needs and risk profiles.
• Quote and service new and existing personal lines business across multiple carrier platforms to provide comprehensive insurance solutions.
• Collaborate with producers and internal team members to support account growth, client satisfaction, and agency objectives.
• Maintain accurate account documentation and policy records within the agency management system to ensure seamless service and compliance.

• Client-focused and committed to delivering a responsive, high-quality service experience.
• Naturally organized with strong attention to detail and the ability to manage multiple priorities effectively.
• Comfortable reviewing coverage options and explaining insurance concepts in a clear, consultative manner.
• Collaborative and relationship-driven, with the ability to build trust with clients, carriers, producers, and colleagues.
• Proactive in identifying opportunities to improve client outcomes and strengthen account retention.
• Adaptable and effective in a fast-paced environment where priorities can shift throughout the day.
• Committed to continuous learning and staying current on industry trends, carrier offerings, and regulatory requirements.

• Minimum of three years of personal lines insurance or account management experience.
• Active Massachusetts Property & Casualty Insurance License.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office applications, including Outlook and Excel.
• High school diploma or equivalent.
• Ability to work independently, prioritize workload, and meet deadlines with accuracy and attention to detail.
• Authorization to work in the United States without current or future sponsorship.

• Experience in Property & Casualty insurance with a concentration in Personal Lines.
• Experience using AMS
  360 or a similar agency management platform.
• Prior experience marketing and remarketing personal lines accounts.
• Familiarity with multiple carrier quoting platforms and comparative rating tools.

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and…