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Personal Lines Account Executive

Summit Bridge Partners, Dedham, 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.