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Personal Lines Account Manager

Summit Bridge Partners - Wellesley Hills, MA

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Job Description

Join a Five-Star Agency with a Focus on Service and Growth!Our client is seeking a service-oriented, detail-driven Personal Lines Account Manager to join their award-winning team. In this role, you'll manage and service a book of personal lines clients, providing guidance, support, and a personalized experience that builds lasting relationships.This isn't just another agency job. You'll be part of a well-established independent agency that's been recognized as one of the Best Agencies to Work For by the Insurance Journal. They value collaboration, personal development, and employee longevity.What Sets This Agency Apart:Award-Winning & Locally Respected: Recognized by Insurance Journal as a top place to work, because they invest in their people.Proudly Independent: Growing fast with no plans to sell to a larger brokerage.Supportive Team Culture: Experienced colleagues who help each other succeed.Hybrid Flexibility: After a 3-month onboarding period, enjoy a flexible hybrid work model with 3 days in-office, 2 remote.Career Development: Subsidized continuing education and licensing support.People Stay: Employees have strong tenure and genuinely love where they work.Key Responsibilities Include:Manage and service a personal lines book (home, auto, umbrella, etc.)Handle renewals, policy changes, billing inquiries, endorsements, and cancellationsRespond to client requests and questions in a timely, professional mannerQuote new business and re-market renewals as neededMaintain organized and accurate records in the agency management systemProvide coverage advice tailored to client needs and risk profilesWork closely with producers, support staff, and carriersStay informed on industry trends and underwriting guidelinesQualifications:Active Massachusetts Property & Casualty license (required)Minimum of 1 year of personal lines insurance experience within an agency settingExperience with Applied Epic or similar AMS is a plusStrong communication and interpersonal skillsHighly organized with attention to detailDeadline drivenTeam-oriented with a client-first mindset

Created: 2026-04-02

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