Personal Insurance Account Manager

| Boston, MA, USA | Hybrid
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Leader Insurance, a wholly owned subsidiary of Leader Bank, is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with over $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
We are currently seeking an Account Manager responsible for providing excellent customer service to our clients. This is an exciting opportunity to join a new agency and contribute your ideas to help us grow! This is a great role for tech savvy Account Managers excited to help build a business, with interest in training and development. Will have the opportunity to advance quickly and take the lead in certain areas of servicing.
Hybrid-remote schedule and would come to the office on 864 Massachusetts Ave in Arlington MA once per week.

  • Assume daily servicing responsibility of assigned client relationships in accordance with agency standards and workflows. Servicing duties include renewals, providing summaries.
  • Inform and educate clients on their insurance needs.
  • Monitor and manage the renewal process for assigned clients.
  • Resolve billing issues and service request in a timely manner.
  • Continually seek cross-sell opportunities and suggest new lines of coverage.
  • Communicate and partner with insurance carriers to ensure we are delivering the best client experience.
  • Possess a thorough understanding of current products and services offered by the various insurance companies.
  • May be required to perform other duties as assigned, including supporting sales development and planning work that supports the business success.


  • 2 years of experience in personal lines insurance.
  • Property/casualty producer's license required.
  • Working knowledge of rating and underwriting personal lines products.
  • Knowledge of property and casualty products and agency carriers.
  • Agency experience preferred.
  • Experience using AMS 360 or a similar management system.
  • Proven ability to provide a high level of customer service.
  • Ability to make independent decisions.
  • Motivated and enthusiastic team player
  • Some commercial experience preferred.

Equal Employment Opportunity
Leader Bank offers an excellent compensation and benefits package including: 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • SwiftLanguages
    • ReactLibraries
    • Apache CamelFrameworks
    • Spring BootFrameworks
    • Angular 2Frameworks
    • MariaDBDatabases
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • SnowflakeDatabases
    • AWS (Amazon Web Services)Services
    • Microsoft AzureServices
    • Google AnalyticsAnalytics
    • TableauAnalytics
    • FigmaDesign
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • InDesignDesign
    • ConfluenceManagement
    • Google DocsManagement
    • JIRAManagement
    • Monday.comManagement
    • SmartsheetManagement
    • HootsuiteCMS
    • WordpressCMS
    • DocuSignCRM
    • SurefireCRM
    • Constant ContactEmail
    • iContactEmail
    • Microsoft TeamsCollaboration
    • ZoomCollaboration
    • Monday.comProject Management


Our corporate headquarters is centrally located in beautiful Arlington, Massachusetts and easily accessible via Route 2. Our offices are surrounded by local eateries, schools, and grocery stores – making for a neighborhood feel just a short drive or ride on public transit from downtown Boston.

An Insider's view of Leader Bank

What’s the vibe like in the office?

The vibe in our office is very collaborative. We have people at all levels in all different departments working side by side, with the leadership team always very accessible. There is a strong sense of pride and dedication as team members roll up their sleeves and focus on delivering the best products and services for our clients.


VP Head of Brand Marketing

What does your typical day look like?

A typical day looks like solving real world enterprise problems using various software technologies. Spending most of the time in development, resolving pressing issues and collaborating with coworkers who are very cooperative and supportive. Ready to face challenges every single day for us to deliver the best product to our clients.


Senior Software Engineer

How does the company support your career growth?

Leader Bank provides different learning opportunities for all team members including online self-paced courses, live classes, and interactive sessions with senior leaders. In my experience, the leadership team is always looking for new, out of the box ways of doing things and pushes you to take on stretch projects and learn all that you can.


AVP Talent Management

What is your vision for the company?

My vision is for Leader Bank to be synonymous with exemplary client services and convenient, straightforward banking and lending. Through constant innovation of our products and services, we will always improve upon our client experience. Leader Bank will be known for delivering for our clients and the communities we serve.



How would you describe the company’s work-life balance?

Leader Bank provides a flexible work environment and values the balance between work and personal life. We are a family owned business and treat our team members like family.


SVP Chief Talent Officer

What are Leader Bank Perks + Benefits

Leader Bank Benefits Overview

Leader Bank offers an excellent compensation and benefits package including a 401k plan with company match, medical, vision, and dental insurance, and the opportunity to work for a fast growing organization. With emphasis on professional development and career growth, Leader Bank offers a variety of opportunities for training, skills development, cross-functional learning, both formally and self-guided.

Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Employee-led culture committees
Hybrid work model
Employee awards
Flexible work schedule
Remote work program
Dedicated diversity and inclusion staff
Highly diverse management team
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K) matching
Performance bonus
Child Care & Parental Leave
Family medical leave
Company sponsored family events
Vacation + Time Off
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Floating holidays
Bereavement leave benefits
Office Perks
Company-sponsored outings
Some meals provided
Fitness stipend
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Continuing education available during work hours
Online course subscriptions available
Personal development training

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