Note: The job is a remote job and is open to candidates in USA. Anderson, Bagley & Mayo Insurance Agency, Inc. is an independent Massachusetts insurance agency that provides personalized advice, responsive service, and comprehensive coverage solutions. The Personal Lines Account Manager will manage a portfolio of personal insurance clients, handling policy servicing, renewals, coverage reviews, remarketing, and day-to-day client support while coordinating with clients and carrier underwriters.
Responsibilities
- Serve as the primary point of contact for an assigned book of personal lines clients
- Service homeowners, automobile, dwelling fire, umbrella, flood, recreational vehicle, and other personal insurance policies
- Process policy changes, endorsements, cancellations, reinstatements, certificates, binders, and other client requests
- Review renewals for coverage accuracy, pricing changes, discounts, and potential coverage gaps
- Remarket accounts when appropriate and prepare clear coverage and premium comparisons
- Educate clients about coverage options, limits, deductibles, exclusions, and available enhancements
- Respond promptly and professionally to client questions by phone, email, and in person
- Work with carrier underwriters to resolve eligibility, underwriting, billing, and policy-related issues
- Document client communications and maintain accurate account records in the agency management system
- Identify opportunities for account rounding, cross-selling, and referrals while keeping the client’s needs first
- Assist clients with the claims-reporting process and provide appropriate follow-up without acting as a claims adjuster
- Maintain compliance with agency procedures, carrier requirements, and applicable insurance regulations
Skills
- Active Massachusetts Property and Casualty Producer license, or the ability to obtain one within one year
- Working knowledge of Massachusetts personal automobile and homeowners insurance
- Strong customer service, written communication, and telephone skills
- Excellent organizational skills and attention to detail
- Ability to prioritize tasks, manage deadlines, and work effectively in a fast-paced environment
- Comfortable using Microsoft Outlook, Word, and other standard business applications
- Professional designations such as CISR, CIC, or CPIA are a plus
- At least [2–3] years of personal lines insurance experience preferred
- Experience with an agency management system such as Applied Epic preferred
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Paid time off
- Continuing education
- Paid vacation, holidays, and sick time
- Support for licensing, continuing education, and professional designations
- A collaborative, client-focused work environment
- Opportunities for professional growth and advancement
Company Overview