Personal Lines Account Manager (Hybrid) in North Easton, Massachusetts at Patriot Growth Insurance Services

About Morse Insurance Agency, a Division of Patriot Growth Insurance Services: Founded in 1950, Morse Insurance has proudly served the insurance needs of individuals, families, and businesses throughout Southeastern Massachusetts for over seven decades. We’re committed to delivering trusted, personalized insurance solutions built on long-standing relationships and local expertise. Morse takes a consultative approach with every client, investing the time to understand their unique circumstances and deliver comprehensive coverage tailored to their specific needs. Our experienced team partners with a broad network of local, regional, and national insurance carriers to provide reliable, competitive, and well-crafted coverage options. At Morse, we combine deep industry knowledge with a community-focused mindset, making us a trusted insurance resource right here in Southeastern Massachusetts.

Position Overview: We are seeking a dedicated and detail-oriented Personal Lines Account Manager to join our team. This role is responsible for managing a portfolio of personal insurance accounts by delivering proactive client service, supporting renewals and new business activity, and providing thoughtful coverage recommendations to meet client needs. The ideal candidate thrives in a fast-paced, collaborative environment and is passionate about delivering exceptional customer service while supporting account retention and growth.

Work Location: This is a hybrid position reporting to our North Easton, MA office.

Professional Responsibilities:

• Deliver responsive, high-quality service while serving as a primary point of contact for personal lines clients, addressing policy inquiries, renewals, endorsements, billing questions, and service requests.
• Write and service Personal Lines insurance policies, including quoting new business through multiple carrier platforms to provide comprehensive and competitive coverage options.
• Market and remarket accounts to support client retention, identify competitive coverage opportunities, and help drive agency growth.
• Review and analyze existing client accounts to identify eligible discounts, potential coverage gaps, and value-driven insurance recommendations aligned with client needs.
• Evaluate coverage limits and policy structures to ensure clients are appropriately protected and informed about available options.
• Prepare re-quotes and remarket policies when requested or when coverage, pricing, or client circumstances warrant review.
• Support Producers with sales-related and administrative activities while collaborating with internal team members to achieve departmental and organizational goals.
• Develop and maintain strong professional relationships with clients, carrier representatives, and internal stakeholders to support exceptional service and long-term account success.
• Maintain accurate and timely documentation within the agency management system, ensuring policy information, communications, and account activity remain current.
• Stay informed on industry trends, carrier products, insurance regulations, and best practices through ongoing professional development and continuous learning.

Qualifications and Requirements:

• Minimum of three (3) years of relevant personal lines insurance or account management experience required.
• Active Massachusetts Property & Casualty insurance license required.
• Prior experience in Property & Casualty insurance with a focus on the Personal Lines market preferred.
• Working knowledge of AMS360 or comparable agency management systems preferred.
• Proficiency with Microsoft Office applications, including Outlook and Excel, required.
• Bachelor’s degree preferred; High school diploma or equivalent required.
• Strong written and verbal communication skills with the ability to build and maintain professional relationships.
• Highly organized, detail-oriented, and able to manage multiple priorities in a collaborative, fast-paced environment.
• Demonstrated ability to work independently, prioritize workload, and meet deadlines with accuracy and attention to detail.
• Authorized to work in the U.S. without current or future sponsorship.

About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in 170 locations and across 48 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Why join us: We offer you the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company Paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company Paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Compensation Range: $55,000 - $70,000 base salary, dependent upon candidate experience.

*A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.