Personal Lines CSR

LocationCambridge
Job type Permanent
DisciplineAgency
Reference142913

Job description

P&C Account Manager

 

Job Summary
Seeking a highly motivated and experienced P&C Account Manager to join a growing team. This role is a blend of sales and service, focusing primarily on Personal Lines with some Commercial and Farm Lines. As an integral part of a customer-focused office, you will manage accounts from start to finish, build strong client relationships, and contribute to the agency’s growth. This is an onsite position, offering a unique opportunity to work in a highly visible and collaborative environment.

 

Compensation Package

  • Base Salary: $40,000 – $44,000 + commission opportunities
  • Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

 

Responsibilities

  • Provide full A–Z account management for Personal Lines, Commercial, and Farm Lines accounts
  • Handle inbound call-in and walk-in sales inquiries
  • Write new business and cross-sell additional products to existing clients
  • Round out accounts to ensure comprehensive coverage for clients
  • Build and maintain strong client relationships in a customer-facing role
  • Utilize agency management software to manage accounts and documentation

 

Qualifications/Requirements

  • Holds an active P&C (Property and Casualty) insurance license
  • 5+ years in account servicing and management preferred, with exposure to sales
  • Experience with agency management software or CRM systems
  • Broad familiarity with carrier markets is a plus

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

 

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