Personal Lines Account Manager; Insurance

Overview

Job Overview – Personal Lines Account Manager (Insurance) Compensation: $55,000 – $75,000/year + bonus

Location:

Worcester, MA

Schedule:

Monday to Friday (In-Office)

Atlantic Group is hiring a Personal Lines Account Manager (Insurance) in Worcester, MA for our client, supporting day-to-day servicing, renewals, coverage guidance, and claims support for personal insurance accounts. This in-office role focuses on managing an assigned book of business, partnering with carriers and internal teams, and leveraging agency management systems such as Applied Epic to deliver accurate, responsive service and support account growth.

• Client Relationship Management: Serve as the primary point of contact for assigned personal lines clients, delivering prompt, professional, and responsive service.
• Coverage Review & Advisory: Evaluate client insurance exposures, explain coverage options clearly, and recommend appropriate policy changes or additional coverage.
• Renewals & Growth Support: Manage renewals, identify cross-sell opportunities, and request referrals to support account retention and book growth.
• Policy Transactions: Process quotes, endorsements, policy changes, and new business accurately while meeting carrier and agency timelines.
• Claims Support: Guide clients through the personal insurance claims process and assist with reporting, documentation, and settlement coordination.

• Education: Associate’s or Bachelor’s degree preferred.
• Licensure: Active Massachusetts Property & Casualty insurance license required.
• Experience: 2+ years of personal lines experience within a retail insurance agency or brokerage environment.
• Technical
  
  Skills:
  
  Proficiency with agency management systems such as Applied Epic, insurance carrier platforms, and Microsoft Office tools.
• Industry Knowledge: Strong understanding of personal lines underwriting, eligibility, rating, policy forms, coverage structures, and RMV procedures related to private passenger vehicles.
• Skills & Attributes: Client-focused, detail-oriented professional with strong communication skills and the ability to manage multiple priorities in a fast-paced, in-office environment.

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.