What are the responsibilities and job description for the Personal Lines Account Executive position at Boxwood Insurance Group?
About Boxwood Insurance Group
At Boxwood Insurance Group, we believe insurance should feel personal. As an independent agency, we partner with premier carriers to provide tailored solutions that protect what our clients have worked hard to build.
Our team is built on relationships, responsiveness, and doing what’s right for the client—every time. As we continue to grow, we are looking to add a Personal Lines Account Executive to help deliver an exceptional client experience and support our expanding book of business.
About the Role
The Personal Lines Account Executive serves as the primary point of contact for clients, managing relationships and handling all day-to-day service needs.
This is a high-touch, client-facing role where you will take ownership of your accounts—guiding clients through coverage decisions, renewals, and ongoing service with a proactive, solutions-focused approach.
We are looking for someone who is experienced, responsive, and takes pride in building long-term client relationships.
What You’ll Do
Client Relationship Management
- Serve as the main point of contact for an assigned book of Personal Lines clients
- Build and maintain strong client relationships focused on retention and trust
- Provide clear, timely, and professional communication
- Deliver a responsive, high-touch client experience
- Take ownership and delivers results for clients.
Account Management & Service
- Handle all service work including endorsements, billing questions, and policy changes
- Review and analyze coverage, limits, deductibles, and pricing options
- Guide clients through renewals and remarketing when appropriate
- Ensure policies are accurate, complete, and properly structured
Problem Solving & Advocacy
- Address client questions and concerns with a solutions-focused mindset
- Work through complex coverage scenarios and provide recommendations
- Coordinate with carriers and underwriting partners as needed
Team Collaboration
- Work closely with producers, leadership, and support staff
- Contribute to a positive, team-oriented culture
- Support overall department goals and service standards
What Success Looks Like
- Clients feel confident, informed, and well taken care of
- High retention through strong relationships and proactive service
- Work is completed accurately and efficiently
- You take ownership of your book and anticipate client needs
- You contribute positively to team culture and performance
What We’re Looking For
Experience & Skills
- Active Tennessee Property & Casualty Insurance License
- 2–5 years of Personal Lines Account Management experience
- Strong knowledge of Personal Lines coverages in an independent agency setting
- Experience with AMS360 preferred
- Excellent communication and client relationship skills
- Strong problem-solving ability and attention to detail
Personal Traits
- Proactive and takes ownership of accounts
- High sense of urgency and responsiveness
- Relationship-driven with a client-first mindset
- Team-oriented with a positive attitude
- Thrives in a fast-paced, high-touch environment
Compensation & Benefits
- Competitive base salary based on experience
- Performance-based bonus opportunities
- 401K with employer contribution
- Medical, dental, and vision insurance
- Life insurance short-term & long-term disability
- Health Savings Account (HSA)
- Paid time off 10 paid holidays
- Paid training and continuing education
- Growth opportunities within a rapidly expanding agency
Schedule & Work Environment
- Monday–Friday | 8:30 AM – 4:30 PM
- In-office role
Why Boxwood
We’re not transactional, and we’re not a call center. We’re a growing, relationship-driven agency where team members are supported, developed, and given real opportunities to advance.
If you’re looking for a role where you can build a career—not just do a job—we’d love to connect.
At Boxwood, you’ll be part of a team that:
· Values relationships over volume
· Supports each other and works collaboratively
· Is growing quickly, with real opportunity for advancement
Apply Today
If you’re an experienced Personal Lines Account Executive who takes ownership, values relationships, and wants to be part of a growing agency—please apply.