
Personal Lines Account Executive
Summit Bridge Partners, Sharon, 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.