Location
Boston Metro Area MA
Job Type
Full-Time Regular
Industry
Insurance
Position Id
201118

Join a Five-Star Agency with a Focus on Service and Growth!

Our client is seeking a service-oriented, detail-driven Personal Lines Account Manager to join their award-winning team. In this role, you’ll manage and service a book of high net worth clients, providing guidance, support, and a personalized experience that builds lasting relationships.

This isn’t just another agency job. You’ll be part of a well-established independent agency that’s been recognized as one of the Best Agencies to Work For by the Insurance Journal. They value collaboration, personal development, work-life balance, and employee longevity.

What Sets This Agency Apart:

  • Award-Winning & Locally Respected: Recognized by Insurance Journal as a top place to work, because they invest in their people.

  • Proudly Independent: Growing fast with no plans to sell to a larger brokerage.

  • Supportive Team Culture: Experienced colleagues who help each other succeed.

  • Hybrid Flexibility: After the onboarding period, enjoy a flexible hybrid work model with 3 days in-office, 2 remote.

  • Career Development: Subsidized continuing education and licensing support.

  • People Stay: Employees have strong tenure and genuinely love where they work.

Key Responsibilities Include:

  • Manage a private client book of business (multi-home policies, inland marine, domestic employees, luxury autos, etc.)

  • Handle renewals, policy changes, billing inquiries, endorsements, and cancellations, providing white glove service

  • Quote new business and re-market renewals as needed

  • Maintain organized and accurate records in the agency management system

  • Provide coverage advice tailored to high net worth client needs and risk profiles

  • Work closely with producers, support staff, and carriers

  • Stay informed on industry trends and underwriting guidelines

Qualifications:

  • Active Massachusetts Property & Casualty license (required)

  • Minimum of 5 years of personal lines insurance experience, specifically focused on private client/high net worth coverages

  • Experience with Applied Epic or similar account management system

  • Strong communication and interpersonal skills

  • Highly organized with attention to detail

  • Deadline driven

  • Team-oriented with a client-first mindset