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Join a highly respected, Five-Star Accredited independent insurance agency recognized as one of the Best Agencies to Work For by Insurance Journal. This is an opportunity to step into a key client-facing role where you’ll partner closely with commercial clients, helping them navigate risk and maintain strong, well-structured insurance programs.
KEY RESPONSIBILITIES:
- Serve as a trusted advisor to commercial clients, providing guidance on coverage options and risk management strategies
- Manage day-to-day servicing of accounts, including policy changes, renewals, and coverage inquiries
- Maintain strong relationships with insurance carriers to support client needs and negotiate solutions
- Oversee the full policy lifecycle, ensuring accuracy, compliance, and timely follow-up
- Keep client records current within agency systems and ensure all documentation is properly maintained
- Communicate proactively with clients to deliver a high level of service and responsiveness
- Contribute to team initiatives and support overall agency goals and growth
QUALIFICATIONS:
- 7+ years of experience in Commercial Lines within an independent agency environment
- Active Massachusetts Property & Casualty license required
- Strong client service mindset with the ability to build lasting relationships
- Excellent communication and organizational skills with a high attention to detail
- Ability to manage multiple priorities and problem-solve effectively
- Proficiency in Microsoft Office; experience with Applied Epic is a plus
- Self-starter who thrives in a collaborative, team-oriented setting
WHAT YOU'LL FIND HERE:
- A supportive, team-driven culture with a strong reputation in the industry
- Hybrid flexibility to support work-life balance
- Competitive benefits package including medical, dental, vision, and 401(k)
- Generous paid time off, including vacation, holidays, and sick time
- Ongoing professional development and continuing education support
JOB ID: 173706
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Kristan Caceres