Atlantic Group ยท 2 days 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 to manage personal insurance accounts and provide high-level client service. The role involves handling renewals, assisting with quotes and applications, and ensuring clear communication with clients 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
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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