Apply on Employer Site

Atlantic Group · 1 day ago

Personal Lines Account Executive (Insurance)

Middlesex County, MA

Full-time

Onsite

Mid Level

$50K/yr - $70K/yr

3+ years exp

Atlantic Group is hiring a Personal Lines Account Executive (Insurance) to manage a personal lines book of business. The role involves handling client servicing, renewals, claims support, and driving growth through cross-selling and referrals while ensuring high-quality service.

B2BHuman ResourcesStaffing Agency

Growth Opportunities

Responsibilities

Account Management: Handle daily servicing for personal lines clients, including policy changes, endorsements, billing support, and coverage inquiries

Renewals & Marketing: Process renewals, market accounts to carriers, gather quotes, compare coverage options, and prepare client proposals

Claims Assistance: Support clients with claim reporting, documentation, follow-up, and communication with carriers to ensure timely resolution

Cross-Selling & Growth: Identify opportunities to cross-sell additional coverage, round out accounts, and request referrals to support agency growth

Carrier & System Coordination: Maintain strong carrier relationships while managing documentation and system updates in the Agency Management System

Qualification

Personal lines account managementActive Property & Casualty LicenseAgency management systemsPersonal lines coverage knowledgeCustomer-focusedCommunication skillsAttention to detailOrganizational skills

Required

3+ years of personal lines account management or account executive experience within an insurance agency required

Active Property & Casualty (P&C) License required

Proficiency with agency management systems (AMS360, Applied Epic, or similar), Microsoft Office, and insurance carrier portals

Strong understanding of personal lines coverage (home, auto, umbrella, renters, specialty lines) and carrier underwriting guidelines

Highly organized, customer-focused professional with strong communication skills, attention to detail, and the ability to manage multiple accounts in a fast-paced environment