
Personal Lines Account Manager
Partnership Employment, Worcester, MA, United States
A well-established independent insurance agency is seeking a Personal Lines Account Manager to join its team. This role focuses on servicing and managing a book of personal insurance clients while working closely with producers and carriers to deliver tailored coverage solutions.
The agency represents a broad network of insurance carriers and provides customized insurance programs designed to protect clients’ homes, vehicles, and personal assets.
This position is ideal for someone who enjoys client interaction, policy servicing, and helping individuals and families understand their insurance coverage.
Key Responsibilities Manage a portfolio of personal lines insurance accounts
Service policies including homeowners, auto, umbrella, condo, and renters insurance
Process policy changes, renewals, and endorsements
Review coverage and advise clients on appropriate protection and coverage options
Handle billing questions, coverage inquiries, and policy updates
Prepare quotes and market policies with insurance carriers when appropriate
Assist clients with claims reporting and follow-up
Work closely with producers to support new business and renewals
Maintain accurate documentation in the agency management system
Qualifications 2+ years of Personal Lines insurance experience
Active Property & Casualty license (or ability to obtain quickly)
Experience working within an independent insurance agency environment
Strong knowledge of personal insurance products such as:
Homeowners
Auto
Excellent communication and client service skills
Strong attention to detail and ability to manage multiple accounts
Experience with agency management systems is a plus
Ideal Background Personal Lines Account Manager
Personal Lines CSR
Insurance Service Representative
Experience supporting independent agents and multiple carriers
What This Role Offers Stable, established insurance agency environment
Long-term client relationships and strong referral business
Collaborative team culture
Opportunity to work with a wide range of insurance carriers and coverage programs
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