Personal Lines Account Manager

Robert Half • Yarmouth Port, MA • 3d ago

Description We are looking for a dedicated Personal Lines Account Manager to oversee a portfolio of personal insurance policies, including auto, homeowners, umbrella, marine, and flood coverage. This role requires a balance of customer service, risk assessment, and business development, ensuring clients receive tailored insurance solutions. You will act as a trusted advisor to clients while engaging with carriers to maintain strong relationships and deliver excellent service.

Responsibilities:

Provide timely responses to client inquiries regarding coverage, billing, policy modifications, and claims.

Educate clients about insurance terminology, policy options, and structures to enhance their understanding.

Process claims by gathering necessary details and guiding clients through the claims procedure.

Develop and maintain strong relationships with carrier underwriters to ensure optimal risk placement.

Submit required documentation to carriers for policy binding and issuance.

Identify opportunities for cross-selling and expanding client accounts, including commercial lines.

Conduct consultations to evaluate client exposures and recommend appropriate coverage solutions.

Generate quotes for new policies and amendments, presenting tailored recommendations to clients.

Stay informed about carrier products and market trends to provide up-to-date solutions.

Manage administrative tasks, including issuing Certificates of Insurance, preparing invoices, and maintaining accurate client files. Requirements - Minimum of 2 years' experience in personal lines account management or a similar role.

Active Massachusetts Property & Casualty Insurance License.

Proficiency in Microsoft Office and insurance agency management systems, such as AMS360 or Applied Epic.

Strong verbal and written communication skills, with a focus on client relationship building.

Exceptional organizational skills and attention to detail.

Demonstrated critical thinking and problem-solving abilities.

Team-oriented mindset with a commitment to collaboration and continuous growth.

College degree and relevant certifications are preferred but not required.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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