Description de l'offre d'emploi
Personal Lines Account Manager – Team Lead (Mid-Market) Location: Greater Boston, MA | Hybrid (2 days in-office)
About Our Client
Our client is an established insurance brokerage with a strong personal lines practice and a collaborative, client-first culture. They are looking to add an experienced Personal Lines Account Manager to their team — someone who can manage a mid-market book of business while also leading and supporting a team of five account managers.
The Role
This is a dual-function position: part technical account management, part team leadership. You'll be responsible for servicing and growing a personal lines book while guiding the day-to-day work of a small team. If you're a strong account manager who's ready to step into a leadership capacity — or already in one — this is worth a look.
This is a hybrid role requiring two days per week in the Greater Boston office.
What You'll Be Doing
- Reviewing and analyzing personal lines accounts for coverage adequacy, limits, and gaps, and making appropriate recommendations to clients
- Building and maintaining strong client relationships, including direct client visits as needed
- Preparing, servicing, and marketing new and renewal business
- Maintaining accurate data within the agency management system (Applied Epic)
- Leading a team of five Account Managers — providing guidance, oversight, and support as Team Lead
- Staying current on industry changes, trends, and coverage developments
- Conducting business with a clear understanding of both client needs and the agency's operational and financial objectives
What You Bring
- Proven experience as a Personal Lines Account Manager, ideally with mid-market account exposure
- Experience leading or mentoring others, or a demonstrated readiness to step into a team lead capacity
- Proficiency with Applied Epic or a comparable agency management system
- Strong communication and client service skills
- Detail-oriented with solid organizational and time management habits
- Valid insurance license
Why This Opportunity
Our client offers a stable, team-oriented environment where experienced professionals are given real responsibility and the support to do their best work. If you're looking for a role where you can grow both technically and as a leader, this is a strong fit.
This is a confidential search. For more information or to express interest, please contact Melissa Colley at melissacolley