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MARTIN GRANT ASSOCIATES, INC.

Personal Lines Account Manager

Career Insights for Insurance Customer Service Representative

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Based on Massachusetts data

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What they do

An Insurance Customer Service Representative responds to customer inquiries about insurance, provides information about insurance products and services, and reports insurance claims. May explain insurance coverage or assist customers with adding or changing coverage. Handles or resolves customer complaints. Keeps records of customer communications and transactions.

$51,361 / year median in Massachusetts

-6% projected decline

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Job Description

Are you a Personal Lines insurance professional who enjoys building strong client relationships, providing exceptional service, and helping individuals and families protect what matters most? Our client is seeking a Personal Lines Account Manager to service existing clients, support new client relationships, and serve as a trusted resource for their insurance needs. This is an excellent opportunity for someone who combines strong insurance knowledge with attention to detail, responsiveness, and a client-first approach. What You'll Do Build strong relationships with clients to maintain existing business and support the development of new accounts. Provide prompt, accurate, and courteous service to clients. Process new and renewal business, endorsement requests, and proofs of insurance. Review policies and endorsements for accuracy and relevance. Communicate professionally with insurance carriers and clients to obtain, update, and verify information needed for account servicing. Answer client questions regarding insurance coverage, policies, and individual insurance needs. Respond to carrier underwriting questions regarding client accounts. Assist with claims processing when applicable. Support marketing and remarketing efforts as needed. Stay informed about new Personal Lines products, coverages, and industry developments. Identify opportunities to cross-sell additional coverage and services based on client needs. Maintain accurate account documentation and follow established quality-control standards. Participate in continuing education and ongoing professional development. Assist with additional projects and responsibilities as needed. What We're Looking For Personal Lines insurance experience preferred. Current Property & Casualty Insurance License preferred; licensing assistance may be available for the right candidate. High school diploma required; two years of college or two years of insurance industry experience preferred. Ability to understand and analyze insurance coverages, forms, policies, and endorsements. Strong attention to detail and respect for confidential information. Excellent written and verbal communication skills. Strong organization and time-management skills. Proficiency with Microsoft Office, including Outlook, Word, Excel, and Teams. A client-focused approach with the ability to build and maintain strong professional relationships. About the
Company People-First Culture:
Join an organization that puts people, relationships, and doing the right thing at the center of its business.
National Reach:
Be part of a growing organization with resources and expertise spanning markets across the country.
Client-Focused Approach:
Work with a team committed to helping clients protect what matters most through thoughtful, personalized insurance solutions.
Growth & Development:
Build your insurance expertise through ongoing learning, continuing education, and professional development.
Collaborative Environment:
Work alongside knowledgeable insurance professionals who value teamwork, communication, and shared success. Opportunity to Make an
Impact:
Play an important role in delivering the responsive, trusted service that helps create lasting client relationships.
Posted:
Thursday, September 10, 2026 Job # 6831

Benefits

  • Professional Development