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Personal Lines Account Manager
Family-Owned Independent Insurance Agency
Looking for a place where you’re more than just a number? Join a well-established, family-owned independent insurance agency that truly values its people. This is a long-term opportunity with a supportive, close-knit team that believes in doing right by both clients and employees. From day one, you’ll be welcomed into an environment where your contributions are recognized, your voice matters, and your work–life balance is respected.
Compensation & Benefits
- $50,000–$75,000 base salary, plus bonus potential
- Health, dental, and vision insurance
- 401(k) with company match
- Paid time off
- A family-oriented culture that supports flexibility and balance
Why This Role Is Special
- You’ll work with long-standing clients who value relationships over transactions
- Leadership is accessible, supportive, and invested in your success
- Workload is manageable, expectations are realistic, and overtime is not the norm
- This is a stable agency with low turnover and a reputation for doing things the right way
What You’ll Be Doing
- Manage a book of personal lines accounts from quote through renewal
- Deliver exceptional service via phone, email, and in-person conversations
- Help clients understand coverages and make informed decisions—without pressure
- Prepare quotes for new and renewal business
- Process endorsements, policy changes, billing questions, and cancellations
- Collaborate closely with producers and teammates in a supportive environment
- Keep accurate records and follow established workflows to ensure consistency
What We’re Looking For
- Active Massachusetts P&C license
- 3+ years of personal lines insurance experience preferred
- Strong communication skills and a genuine customer-first mindset
- Organized, detail-oriented, and comfortable managing multiple priorities
- Experience with QQCatalyst is a plus (not required)
- Bilingual Spanish is a bonus, but not required
JOB ID: 174214
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Kristan Caceres