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Personal Lines Insurance Account Manager Hybrid

American Elm Insurance Group
Stoneham, MA Full Time
POSTED ON 4/25/2025
AVAILABLE BEFORE 6/25/2025

Come work as our newest Account Manager at a growing insurance agency that offers great benefits with opportunities to advance.

About Us:
American Elm Insurance Group is a rapidly growing insurance agency providing an array of services including home, auto, umbrella, and commercial insurance. If you are customer service oriented with ability to multi-task than you will be a great fit for our team! We have 4 locations in our group and we are looking to hire in our Stoneham office. Other offices are Gloucester, Arlington and Rockland. If any of these are more convenient we would be happy to place there.

American Elm Insurance Agency is part of Trucordia Insurance Services, a Top 20 U.S. brokerage firm that provides insurance solutions for our clients - we do this by using our expansive network of Agency Partners to match our clients with the specific insurance agencies that can fill their unique insurance needs. Trucordia Insurance Services was recently named #118 by Inc. 5000 Fastest-Growing Private Companies in America. We are also the #1 largest active acquirer in the Nation.

Job Summary:
We are looking for a personal lines account manager or customer service focused professional who is eager to learn insurance or has experience and enjoys working in a fast paced, professional team oriented environment. Great benefits including Unlimited PTO!

Duties and Responsibilities:

  • Responsible for the day-to day account management of an assigned book of business which includes client communication, policy changes, renewals, new business placement, payments & claims.
  • Operate and maintain our agency management computer program.
  • A dedication to above and beyond customer service.
  • Respect and support for teammates, customers, and partner relationships.
  • Keep informed of changes and trends within the industry for the purpose of anticipating and responding to client’s needs.
  • Actively close sales depending on the client’s needs.
  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
  • Have a strong ability to multi-task
  • Ability to mainly work independently

Qualifications:

  • P&C Producer’s license is preferred but will pay for the right candidate to get licensed
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
  • Experience servicing personal accounts within an insurance agency is preferred.
  • Thorough knowledge of personal lines coverage and markets.
  • Experience with a client management system. AMS360 preferred
  • Experience with Outlook and Word

Job Type: Full-time

Benefits:

  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Parental leave
  • Vision insurance
  • Work from home

Supplemental Pay:

  • Bonus opportunities
  • Commission pay

License/Certification:

  • Driver's License (Required)

Ability to Commute:

  • Stoneham, MA 02180 (Required)

Ability to Relocate:

  • Stoneham, MA 02180: Relocate before starting work (Required)

Work Location: In person

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