Jobs › Sunderland, MA › Insurance Account Manager Dale A. Frank Insurance Agency Insurance Account Manager Sunderland, MA Apply

SUNDERLAND

Insurance Account Manager The Insurance Account Manager is the primary point of contact for the agency\'s personal lines book of business and a critical link in the client relationship. This role is responsible for the accurate and timely servicing of personal lines insurance policies, delivering a consistently high standard of client experience, and supporting the agency\'s overall sales and growth objectives. The ideal candidate brings strong organizational skills, a client-first mindset, and the ability to manage competing priorities with professionalism and accuracy. Duties and Responsibilities Manage all aspects of an assigned personal lines book of business including new business processing, policy renewals, endorsements, and cancellations Serve as the primary point of contact for client inquiries, responding promptly and professionally to requests ranging from routine service needs to complex coverage questions Generate complete and accurate quotes and applications to ensure a timely and positive experience for new business clients Evaluate carrier appetite and product offerings to market and place coverage appropriately on behalf of clients Advise clients on coverage options, policy limits, deductibles, and available carriers to ensure adequate and appropriate protection Process all policies and transactions in accordance with agency procedures and carrier underwriting guidelines Maintain an accurate renewal expiration list and process all renewals on a timely basis Identify and pursue cross-sell and upsell opportunities within the existing book of business to strengthen client coverage and support agency growth Support agency-wide sales and marketing initiatives, including personal lines campaigns Maintain complete and accurate client records in the agency management system in full compliance with agency documentation standards Stay current on industry developments, carrier updates, product changes, and continuing education requirements Perform other duties as assigned by agency leadership Active Filters Insurance Account Manager Sunderland, MA Clear All Apply