Job Description
Job Description
Join one of New England’s most respected and forward-thinking insurance agencies!
As a Personal Lines Account Executive, you’ll be a trusted advisor to our high-net-worth clients - helping them protect what matters most through proactive service, strategic coverage guidance, and strong carrier partnerships. If you’re passionate about building relationships and delivering exceptional client experiences, this is your opportunity to join a team that truly values its people.
What You’ll Do
- Serve as the primary contact for an exclusive book of high-net-worth clients, handling all aspects of their personal insurance needs.
- Advise clients on coverage options and risk-reduction strategies tailored to their lifestyle and assets.
- Develop strong, collaborative relationships with carrier partners to deliver top-tier service and solutions.
- Manage renewals, policy changes, and documentation with precision and care.
- Maintain clear, professional communication with clients and colleagues to ensure a seamless experience.
- Uphold the agency’s mission, values, and commitment to excellence every day.
What You Bring
- 5+ years of experience in Personal Lines Insurance (agency setting preferred).
- Active MA P&C license.
- Proven ability to deliver white-glove client service with professionalism and warmth.
- Strong organizational and problem-solving skills—detail-oriented, proactive, and dependable.
- Tech-savvy with Microsoft Office Suite; experience with Applied Epic a plus.
- A collaborative spirit and a passion for exceeding expectations.
Why You’ll Love It Here
- Join a family-owned, award-winning agency that invests in your professional growth.
- Health Insurance: up to 75% employer-paid
- Dental (50%), Life & LTD (100%) employer-paid
- Vision, critical illness, and other optional coverages
- PTO
- People-first culture with flexibility and balance