Atlantic Group · 13 hours ago
Bilingual Personal Lines Account Manager
Boston, MA
Full-time
Onsite
Entry, Mid Level
$60K/yr - $70K/yr
2+ years expAtlantic Group is seeking a Bilingual Personal Lines Account Manager in Boston, MA, to manage personal insurance accounts and provide high-level client service. The role involves handling policy renewals, assisting with quotes, and ensuring excellent client communication in both English and Spanish.
B2BHuman ResourcesStaffing Agency
Responsibilities
Client Service & Retention: Manage personal lines accounts, handle policy renewals, process endorsements, and provide day-to-day client service
Account Management: Assist with quotes, applications, and coverage changes for auto, homeowners, renters, and umbrella policies
Client Communication: Serve as primary point of contact for clients in both English and Spanish, ensuring clear, professional service across all touchpoints
Policy Review: Conduct annual reviews of client policies to ensure adequate coverage and identify upsell or cross-sell opportunities
Agency Support: Utilize AMS360 for account documentation, reporting, and efficient workflow management
Qualification
Required
Bilingual in English and Spanish
High school diploma required
2-4 years of personal lines account management or CSR experience in an insurance agency or brokerage environment
Active Property & Casualty Insurance License required
Proficient in AMS360 and Microsoft Office Suite (Word, Excel, Outlook)
Strong communication, organizational, and customer service skills, with the ability to manage multiple client accounts in a fast-paced environment
Preferred
Proficiency with AMS360 is highly preferred for this role
Benefits
Bonus
Company
Atlantic Group
Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Ricco
Founding Partner
Recent News
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