Personal Lines Account Manager - Hybrid (Concord or Danvers, MA)

Digital Insurance • Concord, MA

2d • Hybrid

About The Position

The Account Manager is responsible for the day-to-day management of an assigned book of business. Working collaboratively with the internal service team, Personal Lines Manager, and Producers, the Account Manager ensures service deliverables meet or exceed client expectations and serves as clients’ main point of contact for insurance-related service needs. The role involves advising clients, managing complex accounts and high-level service deliverables, and supporting growth through cross-sale opportunities.

The position is hybrid and based in Concord or Danvers, Massachusetts. It requires travel up to approximately 10% of the time. The nationwide typical base pay range is $65,000 to $70,000 per year, with base pay dependent on skills, education, qualifications, professional experience, and location. Some roles may also be eligible for variable compensation, commission, and/or an annual bonus.

Requirements

• Be self-motivated and disciplined.
• Possess excellent written and verbal communication skills.
• Possess strong organizational skills.
• Be very detail-oriented.
• Demonstrate leadership capabilities.
• Be able to work with clients at a strategic level.
• Be able to thrive in a fast-paced environment.
• Be willing to participate in ongoing education and/or take necessary educational classes to maintain and improve industry-specific skills and knowledge.
• Be able to travel up to approximately 10% of the time.
• Have at least 3 years of experience in account management or in a consultative role.
• Have prior experience in a broker agency.
• Have thorough knowledge of property casualty and ancillary products.
• Have working knowledge of Microsoft Office products.
• Be a team player, enjoy service and social interactions, be an active listener, be able to multitask, and be genuine.

Nice To Haves

• Familiarity with and practical knowledge of the quoting process and tools.
• Bachelor’s Degree.
• Experience with database applications.

Responsibilities

• Manage and maintain an assigned book of business.
• Perform marketing, quoting, binding, and tasks related to quoting renewals, new lines, or additional lines.
• Serve in an advisory capacity for clients.
• Delegate work assignments to internal service team members.
• Manage day-to-day client issues.
• Conduct needs analysis and strategy calls.
• Assist in growing the book of business through cross-sale opportunities when available.
• Build relationships with clients through proactive communication.
• Communicate and educate clients on the latest industry trends, concerns, and changes.
• Effectively and efficiently manage complex accounts and high-level service deliverables.
• Provide leadership within the extended service team.

Benefits

• Eligible employees are offered health, wellbeing, retirement, and other financial benefits.
• Paid time off.
• Overtime pay for non-exempt employees.
• Robust learning and development programs.
• Reimbursement of job-related expenses according to company policy.
• Employee perks and discounts.
• Some roles may be eligible for variable compensation, commission, and/or an annual bonus based on individual and/or company performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed