
Personal Lines Account Executive
Summit Bridge Partners, WESTWOOD, MA, United States
Personal Lines Account Executive
Join a Growing, Family-Run Insurance Agency That Treats You Like Family
Personal Lines Account Executive
Growing Independent Agency | Family-Oriented Culture
About the Role
Join a growing, family-run insurance agency where your work is valued, your voice is heard, and your impact is visible. This firm is expanding through both organic growth and acquisitions and is looking to add a Personal Lines Account Executive to support and retain a loyal client base.
This is an opportunity to step into a collaborative, service-driven environment where you can manage your own book, build relationships, and grow alongside the agency.
Key Responsibilities
- Manage a personal lines book of business, handling day-to-day servicing, renewals, and client needs
- Conduct coverage reviews, advise on gaps, and recommend appropriate solutions
- Build and maintain strong client relationships through proactive communication
- Handle endorsements, billing inquiries, and policy changes efficiently
- Partner with carriers and underwriters to secure competitive coverage options
- Identify cross-sell and upsell opportunities that add value to clients
- Stay current on products, carriers, and market trends
Qualifications
- 2+ years of personal lines experience (Account Manager / AE level preferred)
- Strong knowledge of personal lines coverages and carriers
- Client-first, consultative approach to service
- Excellent communication and relationship management skills
- P&C license preferred (or willingness to obtain)
- Ability to manage a book independently
Compensation & Benefits
- Competitive base salary (DOE)
- Annual raises + performance-based bonuses
- Health, dental, vision
- 401(k) with match
- PTO + flexibility
- Long-term growth as the agency continues to expand
Why This Role
- Family-run agency with strong culture
- Autonomy to manage your book
- Direct impact on client relationships and agency growth
- Stable, growing organization
- If youre looking for a long-term home where you can grow, contribute, and be part of a close-knit team this is worth a conversation.
Be part of something personal. Be part of our family.
- Apply today and help us deliver exceptional service to clients who count on us every day.