Personal Lines Account Manager
Babson Park, MA, United States
- Customer Service
- Full-time
- personal lines insurance
- account manager
- auto insurance
The Personal Lines Account Manager supports clients with home, auto, and umbrella insurance policies by managing renewals, endorsements, and daily servicing tasks. This role requires active communication with clients and carriers to ensure smooth policy management while maintaining accurate data in AMS platforms like Applied Epic. The position emphasizes client service, relationship-building, and teamwork within a family-owned insurance agency.
Join one of New England’s most respected, family-owned insurance agencies! Our client is a Five-Star Accredited Agency and proud to have been voted one of the Best Agencies to Work For by Insurance Journal!
As a Personal Lines Account Manager, you’ll play a vital role in supporting clients with their home, auto, and umbrella insurance needs—delivering exceptional service, fostering strong relationships, and helping clients protect what matters most.
What You’ll Do
- Manage a book of standard personal lines accounts (auto, home, umbrella, and related policies).
- Handle policy renewals, endorsements, billing questions, and day-to-day servicing needs.
- Provide clients with clear, proactive communication and coverage education.
- Work closely with carrier partners to resolve issues and ensure seamless service delivery.
- Support producers and account executives by maintaining accurate policy data in Applied Epic.
- Contribute to team initiatives and uphold the company’s values of service, integrity, and collaboration.
What You Bring
- 1+ years of personal lines account management experience in an independent agency setting.
- Active MA Property & Casualty license.
- Excellent communication and relationship-building skills.
- Strong attention to detail and the ability to manage multiple priorities.
- Proficiency with Applied Epic or similar AMS platforms.
- A positive, team-oriented mindset and a genuine commitment to client service.
Why You’ll Love It Here
- Competitive pay + commissions & bonuses
- 401(k) with company contribution
- Health, dental, life & LTD coverage (up to 75% employer-paid)
- Generous PTO: 3 weeks vacation + holidays & personal days
- Supportive, family-style culture




