Massachusetts Licensed Account Manager

Job Summary

Managing a portfolio of personal lines and private client accounts, the full-time Massachusetts Licensed Account Manager will serve as a trusted advisor, coordinating policy placements, renewals, and issue resolutions while working in a hybrid environment.

Key responsibilities

• Manage client accounts, ensuring timely and professional service throughout the policy lifecycle
• Coordinate new business, renewals, endorsements, and cancellations, maintaining accurate documentation and records
• Build and maintain trusted relationships with clients and partners to support account retention and growth

Required qualifications

• Experience managing personal lines or high-value personal insurance accounts within a brokerage or agency
• Working knowledge of personal insurance products, policy forms, and coverage concepts
• Ability to manage multiple accounts and deadlines with a client-focused service mindset
• Strong analytical skills to review and compare coverage options and coordinate solutions
• Proficiency in Microsoft Office applications and agency management systems; active Property & Casualty license preferred