Job Title: Personal Lines Account Manager
Location: Boston, MA
Type: Full-time
Overview
Our mid-size insurance agency in Boston, MA is seeking a dedicated Personal Lines Account Manager to service an existing book of business. The role involves managing client accounts, providing coverage recommendations, processing renewals, and maintaining accurate client files.
Responsibilities
1. Daily interaction with clients
2. Renewal marketing and processing
3. Managing account details, including letters, summaries, and certificates of insurance
4. Account rounding and cross-selling
5. Handling claims and coverage advice
6. Maintaining client records in AMS/EPIC systems
7. Adhering to agency procedures, standards, and timelines
Requirements
* Minimum of 5 years of Personal Lines experience handling small to medium-sized accounts
* Property and Casualty license (or ability to obtain one within an agreed timeframe)
* Experience with AMS360/EPIC systems is a plus
* Strong computer, communication, and relationship-building skills
* Team player attitude
Compensation
Base pay range: $70,000 - $90,000 per year
Additional benefits may include medical and vision insurance, 401(k), and other perks.
Application
For immediate consideration, please email your relevant work files to Joe Timp at The Agency.
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