Personal Insurance Account Manager

The Jonus Group•Woburn, MA

13d

About The Position

Seeking a dedicated and experienced Personal Lines Account Manager to join a well-established insurance organization. The ideal candidate is a team-oriented professional with a strong background in personal lines insurance, capable of managing accounts from start to finish while delivering exceptional customer service. This position offers the opportunity to work in a collaborative, supportive environment that values independence, teamwork, and professional growth. The role manages and services a portfolio of personal lines insurance accounts, including auto, home, renters, condo, umbrella, and recreational vehicles. It handles quoting, renewals, policy changes, endorsements, client inquiries, issue resolution, and timely communication. The position also identifies cross-selling, upselling, and account-rounding opportunities; collaborates with support staff; maintains accurate client, policy, and documentation records using AMS360; builds client relationships; and stays current on insurance products, carrier guidelines, and industry developments.

Requirements

Minimum of 3 years of personal lines insurance experience preferred; candidates with captive agency experience are encouraged to apply.
Active Property and Casualty insurance license, or willingness to obtain one upon hire.
Strong knowledge of standard personal lines insurance products, with some familiarity with high-net-worth accounts.
Excellent organizational skills and attention to detail, with the ability to manage multiple priorities.
Strong communication and interpersonal skills with a client-focused approach.
Ability to work independently while contributing to a collaborative team environment.
Proactive problem-solving skills and commitment to delivering high-quality service.

Nice To Haves

Experience with AMS360 or similar agency management software preferred.
Captive agency experience is encouraged.

Responsibilities

Manage and service a portfolio of personal lines insurance accounts, including auto, home, renters, condo, umbrella, and recreational vehicles.
Handle account servicing, including quoting, renewals, policy changes, and endorsements.
Address client inquiries, resolve issues, and provide timely communication.
Identify opportunities to cross-sell, upsell, and round out accounts to improve coverage and client satisfaction.
Collaborate with support staff on quoting, administrative tasks, and efficient account management.
Maintain accurate client records, policy information, and documentation using AMS360.
Build and maintain client relationships to promote retention and long-term satisfaction.
Stay informed about personal lines insurance products, carrier guidelines, and industry developments.