Job Description
Job Description
Personal Lines Account Representative
Location: Sudbury, MA
Job Type: Full-Time (Monday – Friday, 8:15 AM – 4:30 PM)
McGlynn & Associates Insurance Services is a growing, full-service insurance agency seeking a motivated and detail-oriented Personal Lines Account Representative to join our team. If you're an organized, energetic professional with strong communication skills and a passion for providing excellent client service, this is a great opportunity to grow your career in the insurance industry.
Key Responsibilities
-
Manage and service existing Personal Lines accounts
-
Process policy changes, payments, and assist with claims
-
Provide quotes, re-market existing policies, and identify upsell opportunities
-
Cross-sell additional products to current clients
-
Communicate effectively with clients, underwriters, and claims adjusters
-
Utilize our agency management system (Applied / Epic) to maintain accurate records and workflows
Qualifications
-
1–3 years of Personal Lines insurance experience
-
Familiarity with the Applied Epic Agency Management System (preferred)
-
Solid knowledge of Personal Lines insurance products and coverages
-
Excellent verbal and written communication skills
-
Highly organized and able to manage multiple priorities simultaneously
What We Offer
-
Competitive salary based on experience and skillset
-
Comprehensive benefits package
-
Paid vacation and holidays
-
Supportive, professional work environment with room for growth
If you're ready to take the next step in your insurance career and want to join a team that values expertise, client service, and collaboration, we’d love to hear from you.