Personal Lines Account Manager I

PERSONAL LINES ACCOUNT MANAGER I

BAYCOAST INSURANCE LLC

Position Description

Position Title: Personal Lines Account Manager 

Department: BayCoast Insurance LLC

Salary Range: $54,829.00 To $84,998.00 Annually 

FLEXIBLE WORK PROGRAM ELIGIBILITY CODE: Hybrid Work (HW)

Bilingual: Spanish/Portuguese a plus but not required

Are you a service-driven insurance professional who takes pride in helping clients protect what matters most? BayCoast Insurance LLC is seeking a Personal Lines Account Manager to join our growing team. In this role, you’ll play a key part in supporting our clients and our agency’s long-term growth goals.

Our Account Managers are relationship builders, problem solvers, and key partners who deliver exceptional service with accuracy and care. If you thrive in a fast-paced, client- focused environment where teamwork, efficiency, and professionalism are valued, we want to hear from you!

What will you do:

1. Manage an assigned book of business with a focus on accuracy, retention, and efficiency.
2. Build and maintain strong relationships with clients by providing timely and professional service.
3. Counsel clients on coverage options, identify opportunities to enhance protection, and assist with re-marketing when necessary.
4. Process all transactions, including endorsements, renewals, cancellations, reinstatements, and new business submissions.
5. Maintain complete, accurate documentation and activity notes in Agency Management System.
6. Collaborate with carriers, underwriters, and internal teams to ensure the best possible client outcomes.
7. Stay informed on industry trends, carrier underwriting guidelines, and agency procedures.
8. Perform additional responsibilities as assigned to support agency goals.

Qualifications:

1. Excellent communication skills-both written and verbal.
2. Ability to manage multiple priorities accurately and efficiently in a high-volume environment.
3. Thorough understanding of personal lines insurance products, underwriting, and rating.
4. Experience with Agency Management Systems (Applied Epic preferred)
5. Proficiency in Microsoft Office and comparative rating software.
6. High level of professionalism. Integrity, and attention to detail.
7. Massachusetts Property & Casualty license requires (or ability to obtain within 90 days of hire)

What we offer:

BayCoast Insurance provides a comprehensive and competitive benefits package including:

• Competitive base salary and annual performance incentives.
• Health, dental, and vision insurance
• Short Term/Long Term Disability.
• 401(k) plan with company match.
• Pension plan; fully funded by BayCoast.
• Paid time off, personal days, and sick time.
• Opportunities for career development, continuing education, and advancement.
• Student Loan Paydown.
• Education Assistance Program.
• A collaborative, supportive team culture that values both professional and personal growth.

In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position.  Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis.  While performing duties the employee is required to sit, talk, hear, lift to 20 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or travel.