Job Title: Personal Lines Insurance Advisor
Location: Lynnfield, MA
Employment Type: Full-Time
Overview
Are you a client-focused insurance professional looking for a meaningful role where your work is valued and your growth is supported? We’re seeking a Personal Lines Insurance Advisor to join our client’s team and manage an established book of business. This is more than just a job—it’s an opportunity to build long-term client relationships in a collaborative, growth-oriented environment.
Key Responsibilities
- Manage and nurture an existing personal lines book of business
- Assist clients with policy changes, cancellations, renewals, and claims support
- Deliver tailored insurance solutions through quotes and expert consultation
- Maintain accurate client records using Applied TAM (experience is a plus; training provided)
- Process payments and follow up to ensure timely completion
- Collaborate with insurance carriers to secure the best solutions for clients
Qualifications
- Minimum 3 years of personal lines insurance experience in an independent agency (required)
- Proven ability to build relationships and provide excellent customer service
- Strong attention to detail and multitasking capabilities
- Tech-savvy and eager to learn new systems
- Receptive to coaching and professional development
- Motivated to exceed client expectations and grow into leadership opportunities
Why You’ll Love Working With Our Client
Our Client is committed to building a workplace where employees feel valued, respected, and empowered to thrive. Here’s what they offer:
- Competitive salary and performance-based incentives
- Health and supplemental insurance options
- Generous PTO and paid holidays
- 401(k) with profit-sharing opportunities
- Career advancement through ongoing training and development
- Supportive company culture that feels like family
Apply Now
If you’re passionate about helping people, driven to grow professionally, and ready to join a team that truly cares—we want to hear from you.
Job Types: Full-time, Permanent
Pay: $45,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
