Risman Insurance Agencies · 2 weeks ago
Personal Lines Account Manager
Tewksbury, MA
Full-time
Hybrid
Mid Level
$75K/yr - $115K/yr
3+ years expRisman Insurance Agencies is looking for a Personal Lines Account Manager to join their growing team. The role involves managing and retaining a book of existing personal lines clients while providing proactive guidance and support to enhance client relationships.
Auto InsuranceInsuranceProperty Insurance
Responsibilities
Manage and retain a book of existing personal lines clients across home, auto, umbrella, and more
Handle renewals, policy changes, billing questions, claims guidance, and documentation
Identify account rounding and up-sell opportunities that genuinely benefit the client
Quote, present, and bind coverage with clarity and confidence
Communicate regularly with clients to anticipate needs and avoid last-minute issues
Educate clients on coverage, risk, and options so they feel informed and protected
Document all client activity accurately in AMS360
Navigate carrier portals and tools to deliver fast, accurate solutions
Stay organized and responsive while managing a steady workload
Collaborate with team members to ensure a consistent and high-quality client experience
Go beyond the transaction -take the extra step to understand the full picture and offer meaningful support
Qualification
Required
An active Property & Casualty (P&C) license (required)
Confidence using carrier portals, rating tools, and insurance platforms
A professional, client-first approach - you're thoughtful, thorough, and responsive
Excellent organization and follow-through, with attention to accuracy and detail
The ability to manage your workload independently and prioritize effectively
Solid computer skills, including Microsoft Word, Excel, and Outlook
A proactive, improvement-focused mindset - you look for ways to streamline workflows and elevate every client interaction
Comfort with change and technology - you embrace change and leverage technology to deliver smarter, more valuable service
Preferred
3+ years of personal lines insurance experience (preferred)
Strong working knowledge of AMS360 (strongly preferred)
Familiarity with tools like DocuSign and Singlepoint
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Company
Risman Insurance Agencies
Risman Insurance Agencies offers commercial insurance, risk assessment, auto insurance, business insurance and a range of similar services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Deb Iuliano
Chief Revenue Officer
Company data provided by crunchbase