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Senior Personal Lines Account Manager – Woburn, MA
Join a stable, well-established insurance agency dedicated to delivering exceptional customer service and tailored coverage solutions. This is an exciting opportunity for an experienced personal lines professional to manage a higher-volume book of business, make a direct impact on client retention, and serve as a resource to both clients and team members.
Senior Personal Lines Account Manager Benefits & Compensation
- Competitive compensation based on experience – $75k – $90k
- Comprehensive health, dental, and vision coverage
- 401(k) with company match
- Paid time off and holidays
- Tuition reimbursement
- Supportive, team-oriented culture with opportunities for long-term growth
Senior Personal Lines Account Manager Requirements & Qualifications
- High school diploma or GED required
- Minimum 3 years of experience in Personal Lines insurance required
- Property & Casualty Insurance License required
- Strong written and verbal communication skills
- Ability to exercise sound judgment, maturity, and professionalism in all client and team interactions
- Proficiency in Microsoft Word, Excel, Access, and PowerPoint
- Experience with Epic and Singlepoint preferred
- Ability to work independently and manage more complex client service needs
- Prior experience mentoring or supporting junior team members is a plus
Senior Personal Lines Account Manager Day-to-Day Responsibilities
- Manage a higher-volume personal lines book of business, providing proactive and individualized customer service
- Respond promptly and accurately to more complex customer inquiries regarding policies, coverages, billing, and claims-related issues
- Oversee processing of new policies, renewals, endorsements, cancellations, and related documentation to ensure accuracy and timeliness
- Maintain and update client and policy information within the agency management system
- Serve as a trusted advisor, helping clients understand their insurance options and guiding them through coverage recommendations
- Review renewals for accuracy and recommend coverage adjustments where appropriate
- Prepare quotes for new and existing clients as requested
- Communicate with carriers to resolve underwriting, billing, rating, and policy servicing issues
- Handle escalated customer concerns efficiently and professionally, escalating major issues to leadership as needed
- Collaborate with team members and support agency goals through strong service, retention, and cross-sell awareness
- Assist in training and guiding less experienced team members as needed
- Ensure all account management activities comply with company policies and regulatory requirements
If you’re an experienced Personal Lines professional looking for a senior-level opportunity with a respected insurance organization, we encourage you to apply.
JOB ID: 173504
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Greg Lynch