Goodwin Recruiting

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Personal Lines Account Manager

Framingham, MASales$60,000 - $75,000
Job Summary

A dynamic and client-focused insurance firm is seeking a seasoned Personal Lines Account Manager to join their team. This role requires a proactive and detail-oriented professional with a solid background in personal lines insurance. The ideal candidate will be committed to delivering exceptional service and maintaining strong relationships with clients.


Benefits:

  • Hybrid Work Schedule
  • Comprehensive Benefits Package
  • 401(k) Plan with 3% Company Match
  • Generous Paid Time Off (PTO) – 3 Weeks
  • 10-12 Paid Holidays
  • Summer Hours

Key Responsibilities:

  • Build and maintain long-term relationships with personal lines clients, ensuring their insurance needs are consistently met.
  • Oversee the entire policy lifecycle, from new business to renewals, ensuring accuracy and compliance with regulatory standards.
  • Serve as the primary point of contact for personal lines clients, handling inquiries, resolving issues, and providing expert guidance on coverage options.
  • Evaluate clients' insurance needs, recommend appropriate coverage, and work with underwriters to secure optimal terms.
  • Assist clients with claims processing, ensuring timely and accurate communication between clients and carriers.
  • Proactively manage policy renewals, assessing changes in clients' circumstances and securing competitive renewal terms.
  • Ensure all client interactions and policy details are accurately recorded in our systems, maintaining up-to-date and compliant records.

Qualifications:

  • Minimum of 3 years of experience in personal lines insurance account management.
  • Active Property & Casualty (P&C) License is required.
  • Strong verbal and written communication skills, with the ability to explain complex insurance terms to clients in a clear and concise manner.
  • Proficient in insurance management software (Applied EPIC preferred) and Microsoft Office Suite.
  • Strong analytical skills with a keen eye for detail and the ability to handle multiple tasks in a fast-paced environment.
  • A client-first mentality with a commitment to providing exceptional customer service.



At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.   JOB ID: 142536 #post

Kristan Caceres

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