The Personal Lines Account Manager will service personal insurance accounts, maintain client relationships, prepare policy quotes, and manage transactions.
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Personal Lines Account Manager
The selected employee will provide quality service to assigned personal insurance accounts.
Specific Responsibilities
- Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
- Develop and maintain relationships with clients to ensure that all service needs are met.
- Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
- Gather information from clients and prepare applications regarding new and/or renewal coverage.
- Prepare policy quotes based on client’s needs, rates and coverages.
- Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.
- Maintain the accuracy of data in the agency management system.
- May handle collections of premiums due.
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
- Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
- Other responsibilities as assigned by Manager.
Qualifications
- Experience servicing personal accounts within an insurance agency.
- Thorough knowledge of personal lines coverages and markets.
- Experience with an electronic agency management system.
- Producer’s license.
- Experience with Excel and Word
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment
DISCLAIMER:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Top Skills
Electronic Agency Management System
Excel
Word
Similar Jobs
Insurance
The Account Manager will guide clients through the Personal Lines insurance process, manage accounts, upsell services, and ensure customer satisfaction.
Top Skills:
Applied Epic Agency Management System
Insurance • Transportation
The Personal Lines Account Manager manages a high volume of insurance accounts, builds client relationships, and oversees policy renewals and claims.
Top Skills:
Agency Management SoftwareApplied/EpicMS Office
Insurance • Transportation
Manage a high volume of Personal Lines Insurance, build client relationships, ensure accuracy in policies, and support Account Executives.
Top Skills:
Applied/Epic Or Similar Agency Management SoftwareMS Office
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
