Sign upLog in
See more jobs

Personal Lines Account Manager

ComTec

  • Leominster, MA
  • 1 day ago
  • $60,000–$80,000 Per Year
  • Full-time
Want to know if you’re a fit?
Upload your resume and let our AI show you.

Skills

  • Communication Skillsunmatched
  • Customer Support/Serviceunmatched
  • Insuranceunmatched
  • Multitaskingunmatched
  • Policy Developmentunmatched
  • Sales Managementunmatched

Description

  • The client is seeking an experienced and service-oriented Personal Lines Account Manager to manage a portfolio of personal insurance clients.
  • This position is responsible for policy servicing, renewals, coverage reviews, remarketing, and day-to-day client support.
  • The ideal candidate has strong knowledge of Massachusetts personal lines insurance, excellent communication skills, and the ability to manage multiple priorities with accuracy and professionalism.

Job Responsibilities

  • Serve as the primary point of contact for an assigned book of personal lines clients.
  • Service homeowners, automobile, dwelling fire, umbrella, flood, recreational vehicle, and other personal insurance policies.
  • Process policy changes, endorsements, cancellations, reinstatements, certificates, binders, and other client requests.
  • Review renewals for coverage accuracy, pricing changes, discounts, and potential coverage gaps.
  • Remarket accounts when appropriate and prepare clear coverage and premium comparisons.
  • Educate clients about coverage options, limits, deductibles, exclusions, and available enhancements.
  • Respond promptly and professionally to client questions by phone, email, and in person.
  • Work with carrier underwriters to resolve eligibility, underwriting, billing, and policy-related issues.
  • Document client communications and maintain accurate account records in the agency management system.
  • Identify opportunities for account rounding, cross-selling, and referrals while keeping the client’s needs first.
  • Assist clients with the claims-reporting process and provide appropriate follow-up without acting as a claims adjuster.
  • Maintain compliance with agency procedures, carrier requirements, and applicable insurance regulations.

Numbers & Facts

LocationLeominster, MA
Job TypeFull-time
Salary$60,000–$80,000 Per Year
Company Size201 - 500
Year Founded1939

Qualifications

  • At least [2–3] years of personal lines insurance experience preferred.
  • Active Massachusetts Property and Casualty Producer license, or the ability to obtain one within one year.
  • Working knowledge of Massachusetts personal automobile and homeowners insurance.
  • Experience with an agency management system such as Applied Epic preferred.
  • Strong customer service, written communication, and telephone skills.
  • Excellent organizational skills and attention to detail.
  • Ability to prioritize tasks, manage deadlines, and work effectively in a fast-paced environment.
  • Comfortable using Microsoft Outlook, Word, and other standard business applications.
  • Professional designations such as CISR, CIC, or CPIA are a plus.

Skills

  • personal lines Insurance
  • Applied Epic

Benefits

Paid Time-Off, Performance Bonus, 401K, Medical, Dental, Vision

Resume Resources

Free Resume TemplatesFree Resume Builder

Similar Jobs

See more jobs