Summit Bridge Partners ยท 16 hours ago
Personal Lines Account Executive
Norwood, MA
Full-time
Onsite
Entry, Mid Level
2+ years expSummit Bridge Partners is a growing, family-run insurance agency that values each team member's contributions. They are seeking a Personal Lines Account Executive to manage a portfolio of clients, provide knowledgeable service, and cultivate long-term relationships while staying current on industry trends.
Staffing & Recruiting
Responsibilities
Manage a portfolio of personal lines clients, providing responsive, knowledgeable service
Cultivate long-term client relationships through proactive communication and genuine care
Conduct policy reviews, recommend appropriate coverage, and guide clients through renewals and updates
Resolve client questions and issues efficiently and professionally
Cross-sell and upsell coverage that adds real value to the client
Work closely with underwriters and carriers to deliver the best coverage options
Stay current on industry trends, regulations, and product offerings
Qualification
Required
2+ years of experience in personal lines insurance, ideally in an account management or executive role
Strong product knowledge and a consultative, client-first mindset
Exceptional communication and relationship-building skills
Ability to work independently and confidently manage your own book of business
A desire to be part of a company where you're seen, heard, and appreciated
Preferred
P&C insurance license (not required)
Benefits
Annual raises and performance bonuses.
Health, dental, and vision insurance.
401(k) with company match.
Paid time off and flexible hours.
A supportive, family-oriented team culture.
Real growth potential as the agency expands.
Company
Summit Bridge Partners
Welcome to SUMMIT BRIDGE PARTNERS! We're not just another recruitment firm; we're your dedicated partner in navigating the world of talent sourcing and career advancement in Property & Casualty and Group Benefits.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase