Personal Insurance Account Manager

The Jonus Group • Brighton, MA

2d • Hybrid

About The Position

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join an established independent insurance agency. This position offers an opportunity to start or advance a career in the insurance industry. The role manages a portfolio of personal lines accounts, builds strong client relationships, and provides service across home, auto, umbrella, and other personal insurance products. It offers a supportive, collaborative work environment with opportunities for professional growth and development.

The position is primarily onsite, with potential hybrid flexibility based on experience and performance. No travel is required.

Requirements

• Hold an active Property and Casualty (P&C) insurance license or be willing to obtain one upon hire.
• Strong interpersonal and communication skills with a customer-focused approach.
• Ability to build and maintain positive relationships with clients and insurance carriers.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and work effectively in a team-oriented environment.
• High school diploma or equivalent required.

Nice To Haves

• Familiarity with AMS360 or similar agency management software.
• Bilingual proficiency in English and Spanish.
• Additional insurance certifications or industry training.
• Insurance experience, including experience in a captive agency; candidates with varying experience levels, including entry-level professionals, are considered.

Responsibilities

• Manage and service a portfolio of personal lines insurance accounts.
• Handle personal lines account management, including quoting new business, processing renewals, and managing policy changes.
• Build and maintain strong client relationships to support satisfaction and retention.
• Collaborate with insurance carriers to secure competitive coverage options and meet client needs.
• Use AMS360 for account management, documentation, and policy servicing.
• Respond to client inquiries about home, auto, umbrella, and other personal insurance policies.
• Review existing policies to identify coverage gaps and recommend appropriate solutions.
• Maintain accurate, organized client records and follow up promptly on service requests.
• Provide professional, responsive customer service throughout the policy lifecycle.

Benefits

• Competitive benefits package, including health insurance, retirement savings options, and paid time off.
• Opportunities for ongoing training, industry education, and career advancement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED