
Personal Lines Account Manager
Summit Bridge Partners, Andover, MA, United States
Our client is seeking an outgoing, customer-focused Personal Lines Customer Service Representative to join their established, community-oriented agency. In this role, you’ll serve as the first point of contact for clients, providing exceptional service, processing transactions, and building lasting relationships. This is an onsite position in a fun, supportive office where professionalism is balanced with humor and camaraderie.
Here’s what sets the agency apart:
Long-Standing Reputation: Serving clients since 1958 with a strong commitment to service, competitive pricing, and local community engagement.
Proudly Independent: No plans to sell to a large brokerage.
Fun, Low-Stress Environment: Leadership values keeping things light and positive, even in a high-volume business.
Community Connection: Dedicated to helping clients across Massachusetts and New England with tailored insurance solutions.
Key responsibilities include:
Warmly greet clients in person and over the phone, ensuring a welcoming experience
Process customer policy changes and premium payments promptly and accurately
Follow up with clients to confirm satisfaction, answer questions, and offer additional coverage options
Present and explain policy options based on each client’s needs
Share information on new products and services
Build and maintain strong relationships to foster client retention and loyalty
Address and resolve customer issues with professionalism and tact
Qualifications:
Active Personal Lines P&C license – REQUIRED
At least 2 years of experience in an agency setting
Positive, enthusiastic, and personable demeanor
Strong multitasking and follow-through abilities
Excellent verbal and written communication skills
Proven customer service expertise and relationship-building skills
Goal-driven, with the ability to work both independently and as part of a team
Compensation and Benefits:
Competitive base salary commensurate with experience
Bonus and commission incentives
Sign on bonus
15 days PTO
Comprehensive benefits package
14 paid holidays, summer outing, Christmas party, and snow days
Onsite schedule: Mon–Thu 8:30 AM–4:30 PM, Fri 8:00 AM–4:00 PM
Supportive, team-oriented culture where your contributions are valued
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