Atlantic Group · 14 hours ago
Personal Lines Account Manager (Insurance)
Worcester, MA
Full-time
Onsite
Entry, Mid Level
$55K/yr - $75K/yr
2+ years expAtlantic Group is hiring a Personal Lines Account Manager (Insurance) in Worcester, MA for our client, supporting day-to-day servicing, renewals, coverage guidance, and claims support for personal insurance accounts. This in-office role focuses on managing an assigned book of business, partnering with carriers and internal teams, and leveraging agency management systems to deliver accurate, responsive service and support account growth.
B2BHuman ResourcesStaffing Agency
Responsibilities
Client Relationship Management: Serve as the primary point of contact for assigned personal lines clients, delivering prompt, professional, and responsive service
Coverage Review & Advisory: Evaluate client insurance exposures, explain coverage options clearly, and recommend appropriate policy changes or additional coverage
Renewals & Growth Support: Manage renewals, identify cross-sell opportunities, and request referrals to support account retention and book growth
Policy Transactions: Process quotes, endorsements, policy changes, and new business accurately while meeting carrier and agency timelines
Claims Support: Guide clients through the personal insurance claims process and assist with reporting, documentation, and settlement coordination
Qualification
Required
Active Massachusetts Property & Casualty insurance license required
2+ years of personal lines experience within a retail insurance agency or brokerage environment
Proficiency with agency management systems such as Applied Epic, insurance carrier platforms, and Microsoft Office tools
Strong understanding of personal lines underwriting, eligibility, rating, policy forms, coverage structures, and RMV procedures related to private passenger vehicles
Client-focused, detail-oriented professional with strong communication skills and the ability to manage multiple priorities in a fast-paced, in-office environment
Preferred
Associate's or Bachelor's degree preferred
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
Company data provided by crunchbase