Personal Lines Account Manager

Morse Insurance Agency | North Easton, MA | Hybrid | Full-Time

Why This Role Matters

As a Personal Lines Account Manager, you'll play a central role in helping clients protect what matters most. You'll serve as a trusted advisor and primary point of contact, providing thoughtful guidance, proactive service, and tailored insurance solutions that support long-term client relationships.

In this role, you'll manage a personal lines book of business, partner with producers and carrier representatives, and help clients navigate coverage options with confidence. You'll balance relationship management, policy servicing, renewals, and remarketing activities while contributing to retention and agency growth in a collaborative team environment.

How You'll Make an Impact

• Deliver exceptional client service by responding to policy inquiries, endorsements, billing questions, renewals, and service requests accurately and efficiently.
• Market and remarket personal lines accounts to identify competitive coverage options, support retention efforts, and strengthen client relationships.
• Analyze existing policies to identify coverage gaps, discount opportunities, and recommendations that align with client needs and risk profiles.
• Quote and service new and existing personal lines business across multiple carrier platforms to provide comprehensive insurance solutions.
• Collaborate with producers and internal team members to support account growth, client satisfaction, and agency objectives.
• Maintain accurate account documentation and policy records within the agency management system to ensure seamless service and compliance.

Who You Are

• Client-focused and committed to delivering a responsive, high-quality service experience.
• Naturally organized with strong attention to detail and the ability to manage multiple priorities effectively.
• Comfortable reviewing coverage options and explaining insurance concepts in a clear, consultative manner.
• Collaborative and relationship-driven, with the ability to build trust with clients, carriers, producers, and colleagues.
• Proactive in identifying opportunities to improve client outcomes and strengthen account retention.
• Adaptable and effective in a fast-paced environment where priorities can shift throughout the day.
• Committed to continuous learning and staying current on industry trends, carrier offerings, and regulatory requirements.

What You Bring