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Account Manager / Representative
Concord, MA

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Pendexter Consulting Group

Personal Lines Account Manager and Team Lead

Job Description

Overview We are seeking an experienced Personal Lines Account Manager & Team Lead to oversee a dedicated personal lines book of business while serving as the operational and strategic anchor for our personal lines division. This role bridges high-touch client service with strategic leadership. You will handle end-to-end policy management while supporting/guiding carrier selection/interactions , refining agency workflows, and mentoring team members. If you are a proactive insurance professional who thrives on operational accuracy, market strategy, and elevated client relationships, this is an opportunity to directly shape our agency's continued growth. This is a critical, fast-tracked hire for an independent agency seeking a licensed professional who can step in quickly, lead with confidence, and deliver a high level of client service from day one. Key Responsibilities
    Team Leadership:
    Oversee personal lines account managers (2), handle workflow distribution, and serve as the technical referral point for complex risks.
      Account Management:
      Manage, service, and retain a high-value book of personal lines business (Auto, Home, Umbrella, Flood).
        Client Advisory/Consultation:
        Review client coverage, identify gaps, rewrite policies, and cross-sell/up-sell where appropriate.
          Carrier Relations:
          Utilize diverse carrier portals to remarket accounts, resolve underwriting issues, and secure competitive pricing. Qualifications (Required)
          • Active Massachusetts Property & Casualty (P&C) License (Do not apply without this).
          • 3+ years of personal lines experience within an independent insurance agency.
          • Strong technical knowledge of personal lines insurance products and underwriting guidelines.
          • Proven ability to lead, mentor, or manage team workflows. Qualifications (Preferred / Plus)
          • Proficiency with agency management systems such as AMS360
          • Experience with high-net-worth insurance carriers
          Pay:
          $70,000.00 - $75,000.00 per year
          Benefits:
          401(k) Health insurance Paid time off Application Question(s): Can you reliably commute to the Concord/Bedford Mass area?
          Experience:
          Insurance Agency:
          3 years (Required)
          License/Certification:
          Property & Casualty Insurance License (Required)
          Work Location:
          In person