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Personal Lines Account Manager

Martin Grant Associates, Inc., Williston, VT, USA

Job type: Full Time


A well-established and growing insurance organization is seeking a Personal Lines Account Manager to support and grow an existing client portfolio while delivering exceptional customer service. This role is ideal for a relationship-focused insurance professional who enjoys helping clients protect what matters most and thrives in a collaborative, service-driven environment.


Prior experience in personal lines insurance or client servicing is required.


The Job:

  • Build strong client relationships by providing prompt, accurate, and courteous service
  • Process new business, renewals, endorsements, and proofs of insurance
  • Review policies and endorsements for accuracy and coverage relevance
  • Communicate professionally with carriers and clients to obtain and verify account information
  • Answer client questions regarding insurance coverages and policy needs
  • Respond to underwriting inquiries related to client accounts
  • Assist with claims processing and marketing support when needed
  • Stay informed on new insurance products, coverages, and industry changes
  • Identify opportunities for cross-selling and new business development
  • Maintain compliance with agency quality control standards and procedures


The Company:

  • Collaborative Culture: Join a supportive team that values relationships, integrity, and client success
  • Purpose-Driven Environment: Help businesses and individuals thrive through times of uncertainty and change
  • Professional Growth: Continuing education, licensing support, and ongoing development opportunities available
  • Modern Workplace: Utilize industry-leading technology and tools in a highly professional environment
  • Flexibility & Stability: Be part of a nationally recognized organization with strong growth and long-term stability
  • Comprehensive Benefits: Competitive compensation package along with robust employee benefits offerings


Qualifications:

  • Property & Casualty License preferred; licensing assistance available for the right candidate
  • High school diploma required; college coursework or insurance industry experience preferred
  • Experience with Microsoft Office products, including Outlook, Word, Excel, and Teams
  • Excellent written and verbal communication skills
  • Strong organizational skills, attention to detail, and time management abilities
  • Ability to understand and analyze insurance coverages, forms, and policies
  • High level of professionalism and respect for confidentiality


If interested, apply, and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.