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Great Opportunity  – PERSONAL LINES ACCOUNT MANAGER – HYBRID ROLE

Our client, located in Needham, MA continues to expand due to our unique and supportive environment where even our managers are on the floor with you! They continue to exceed our customer’s expectations and because of our growth, we have the amazing opportunity of adding an additional personal lines account manager. The personal lines account manager should be just as excited about growing in this career as we are, be efficient, and want to give each customer service beyond what they expect!

  • Servicing all aspects of our client’s personal insurance needs, usually in partnership with an Account Executive or Producer, from renewal preparation and marketing to policy administration
  • Gathering accurate information from clients and preparing applications for submission to the insurance companies
  • Developing proposals and insurance summaries based on an evaluation of the client’s coverage needs
  • Supporting and processing new business, renewals, endorsements, cancellations, and rewrites
  • Explaining insurance policies and coverages, suggesting coverage enhancements, and resolving general customer inquiries
  • Maintaining electronic client account records and adhering to agency procedures and workflows
  • Exceptional aptitude for customer service and nurturing long term relationships
  • Highly accountable, resourceful, and flexible
  • Proven hands-on experience with an in-depth understanding of Personal Lines Coverages
  • Superior presentation skills and ability to understand one’s audiences
  • Demonstrated critical thinking skills; collecting information, asking thoughtful questions and analyzing possible solutions
  • Effective time management, organizational, and intercommunication skills with outstanding attention to detail
  • Minimum of 3 years of insurance agency experience in an Account Manager role
  • Proficiency with Microsoft Office Suite and Agency Management technology, preferably TAM
  • Familiarity with High Net Worth clientele and clients located in coastal markets a plus
  • Ability to follow agency procedures and workflows with minimal supervision Thrives in a fast-paced, professional, team environment


    • Job type: Permanent
    • Location: Needham
    • Date posted: