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PC
Pendexter Consulting Group
Personal Lines Account Manager and Team Lead
Career Insights for Account Manager (General)
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Scorecard
Based on Massachusetts data
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What they do
An Account Manager manages client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$76,022 / year median in Massachusetts
-3% projected decline
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