Personal Lines CSR

Personal Lines CSR

Lawrence, MA or Salem, MA | In-Office Position

About the Role

We are seeking an experienced and client-focused Personal Lines Account Manager to join our growing team. This position is ideal for an insurance professional who thrives in a fast-paced, collaborative environment and is committed to delivering exceptional client service. You will manage a portfolio of personal lines accounts, ensuring policy accuracy, timely processing, and superior communication.

Why Join Our Team

• Growth Opportunities: Be part of an expanding agency with clear career advancement potential.
• Collaborative Culture: Work in a supportive, team-oriented environment where your contributions matter.
• Professional Development: Access continuous training, mentorship, and licensing support.
• Competitive Compensation: Receive a competitive salary and performance-based incentives.
• Client Impact: Play a vital role in helping clients protect their most important assets.

Key Responsibilities

• Manage and service a designated portfolio of personal lines clients, including auto, home, and umbrella policies.
• Process renewals, endorsements, cancellations, and billing inquiries accurately and promptly.
• Provide professional guidance on coverage options and policy recommendations.
• Serve as the primary liaison between clients and carriers for underwriting, claims, and policy servicing.
• Maintain accurate client records in the agency management system.
• Deliver responsive, courteous, and professional customer service.
• Assist with daily office operations, including greeting visitors, managing mail, and maintaining common areas.
• Collaborate with colleagues to ensure smooth workflows and optimal client satisfaction.

Qualifications

• Minimum of 3 years’ experience in personal lines insurance account management.
• Active Massachusetts Property & Casualty license (or ability to obtain promptly).
• Comprehensive knowledge of personal insurance products and carrier systems.
• Strong organizational skills with exceptional attention to detail.
• Excellent verbal and written communication abilities.
• Ability to perform effectively in a fast-paced, team-oriented office environment.

Compensation and Benefits

• Competitive salary commensurate with experience.
• Health and dental insurance.
• 401(k) retirement plan with employer participation.
• Paid time off and company-recognized holidays.
• Support for continuing education and professional licensing.
• A positive, team-driven work culture at both Lawrence and Salem offices