What are the responsibilities and job description for the Personal Lines Account Manager position at Summit Bridge Partners?
Our client is seeking an outgoing, customer-focused Personal Lines Customer Service Representative to join their established, community-oriented agency. In this role, you’ll serve as the first point of contact for clients, providing exceptional service, processing transactions, and building lasting relationships. This is an onsite position in a fun, supportive office where professionalism is balanced with humor and camaraderie.
Here’s what sets the agency apart:
- Long-Standing Reputation: Serving clients since 1958 with a strong commitment to service, competitive pricing, and local community engagement.
- Proudly Independent: No plans to sell to a large brokerage.
- Fun, Low-Stress Environment: Leadership values keeping things light and positive, even in a high-volume business.
- Community Connection: Dedicated to helping clients across Massachusetts and New England with tailored insurance solutions.
Key responsibilities include:
- Warmly greet clients in person and over the phone, ensuring a welcoming experience
- Process customer policy changes and premium payments promptly and accurately
- Follow up with clients to confirm satisfaction, answer questions, and offer additional coverage options
- Present and explain policy options based on each client’s needs
- Share information on new products and services
- Build and maintain strong relationships to foster client retention and loyalty
- Address and resolve customer issues with professionalism and tact
Qualifications:
- Active Personal Lines P&C license – REQUIRED
- At least 2 years of experience in an agency setting
- Positive, enthusiastic, and personable demeanor
- Strong multitasking and follow-through abilities
- Excellent verbal and written communication skills
- Proven customer service expertise and relationship-building skills
- Goal-driven, with the ability to work both independently and as part of a team
Compensation and Benefits:
- Competitive base salary commensurate with experience
- Bonus and commission incentives
- Sign on bonus
- 15 days PTO
- Comprehensive benefits package
- 14 paid holidays, summer outing, Christmas party, and snow days
- Onsite schedule: Mon–Thu 8:30 AM–4:30 PM, Fri 8:00 AM–4:00 PM
- Supportive, team-oriented culture where your contributions are valued
Salary : $50,000 - $75,000
