Personal Lines Account Manager

R.W. Testa Insurance Agency, Inc.
North Andover

Job Description

R.W. Testa Insurance Agency, Inc., is seeking a Personal Lines Insurance Account Manager to provide day-to-day service and direct support to new and existing clients. In order to be considered for this position you must have a minimum of three years experience servicing personal lines accounts within an insurance agency.

Responsibilities -

Research and answer clients' and underwriters' calls.

Advise clients regarding insurance coverage and risk management issues.

Process insurance policy changes, renewals and cancellations.

Prepare policy quotes based on clients needs, rates and coverages.

Maintain the accuracy of data in the agency management system.


Thorough knowledge of personal lines coverages and markets.

Experience with agency management system.

Producers license preferred.

Excellent organizational, interpersonal, communication skills and ability to work independently.

Job Types - Full-time, Part-time