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Personal Account Manager Jobs (NOW HIRING)

Cross Insurance

Personal Lines Account Manager

Beverly, MA · On-site

$49K - $67K/yr

We are seeking an Account Manager with experience in Personal Lines insurance who will guide our clients through every step of the process. In this role, you will play a key part in providing a ...

Cross Insurance

Personal Lines Account Manager

Beverly, MA · On-site

$49K - $67K/yr

We are seeking an Account Manager with experience in Personal Lines insurance who will guide our clients through every step of the process. In this role, you will play a key part in providing a ...

Crossagency

Personal Lines Account Manager

Beverly, MA · On-site

$49K - $67K/yr

We are seeking an Account Manager with experience in Personal Lines insurance who will guide our clients through every step of the process. In this role, you will play a key part in providing a ...

Squaremouth

Account Manager - Personal Lines

Waterford, CT · On-site

$55K - $106K/yr

Account Manager We are looking for an Account Manager to join our Personal Lines team on a hybrid work schedule. Overview Responsible for servicing assigned personal insurance accounts in accordance ...

Cross Insurance

Personal Lines Account Manager

Beverly, MA · On-site

$49K - $67K/yr

We are seeking an Account Manager with experience in Personal Lines insurance who will guide our clients through every step of the process. In this role, you will play a key part in providing a ...

HUB

Account Manager - Personal Lines

Waterford, CT · Hybrid

$55K - $106K/yr

We are looking for an Account Manager to join our Personal Lines team on a Hybrid work schedule. Overview: Responsible for servicing assigned personal insurance accounts in accordance with the ...

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Personal Account Manager information

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How much do personal account manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for personal account manager in the United States is $55,252.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $61,000.00 per year, depending on experience, location, and employer.

What is a personal account manager?

A Personal Account Manager is a professional responsible for managing and nurturing relationships with individual clients, often in banking, finance, or insurance sectors. They help clients with their accounts, provide tailored financial advice, and assist with services such as loans, investments, or insurance policies. Their goal is to ensure customer satisfaction, address client inquiries, and help clients achieve their financial objectives. Personal Account Managers often serve as the primary point of contact for clients and may also identify opportunities to offer additional products or services.

What skills and qualifications are needed to thrive as a personal account manager?

To thrive as a Personal Account Manager, you need a strong background in financial services, client relationship management, and a relevant degree or professional certification such as CFP or CIMA. Familiarity with CRM software, financial analysis tools, and portfolio management systems is typically required. Excellent communication, problem-solving, and interpersonal skills help build trust and deliver personalized solutions to clients. These competencies are crucial for retaining clients, meeting their financial goals, and ensuring long-term business growth.

How does a personal account manager typically collaborate with other departments to ensure client satisfaction?

Personal Account Managers often work closely with teams such as sales, customer service, and product specialists to address client needs comprehensively. They act as the main point of contact for clients, but frequently coordinate with internal departments to resolve issues, tailor services, and communicate updates. This collaboration ensures that clients receive timely solutions and that their feedback is integrated into service improvements. Strong interpersonal and organizational skills help Personal Account Managers balance these interactions and deliver a seamless client experience.

What is the difference between Personal Account Manager vs Customer Service Representative?

AspectPersonal Account ManagerCustomer Service Representative
CredentialsRelevant certifications, experience in account managementBasic customer service training, high school diploma
Work EnvironmentClient-facing, personalized service, often in finance or luxury sectorsCall centers, retail, or online support
Employer & IndustryFinancial institutions, luxury brands, B2B servicesRetail, telecom, hospitality
Search & Comparison IntentUnderstanding account management roles, career pathsCustomer support, troubleshooting roles

Personal Account Managers focus on building long-term relationships with clients, managing their accounts, and providing tailored solutions. Customer Service Representatives handle general inquiries, resolve issues, and support customers' needs. While both roles involve client interaction, Personal Account Managers typically require more specialized credentials and work in more personalized, high-value environments.

How much does a personal account manager get paid?

The average salary for a personal account manager varies by experience and location but typically ranges from $50,000 to $80,000 annually. Entry-level roles may start lower, while experienced managers with specialized skills can earn over $100,000 per year, often with bonuses or commissions included.

What cities are hiring for Personal Account Manager jobs?

Cities with the most Personal Account Manager job openings:

Who are the top companies hiring for Personal Account Manager jobs?

The top employers for Personal Account Manager jobs are:

What states have the most Personal Account Manager jobs?

States with the most job openings for Personal Account Manager jobs include:

What are popular job titles related to Personal Account Manager jobs?

For Personal Account Manager jobs, the most frequently searched job titles are:

Personal Account Manager jobs near you
Infographic showing various Personal Account Manager job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 80% Physical, 2% Hybrid, and 18% Remote job distribution, with an average salary of $55,252 per year, or $26.6 per hour.

Personal Lines Account Manager

Beverly, MA • On-site

Cross Insurance
Insurance Services • 201 - 500 employees
Learn more about Cross Insuranceexternal

$49K - $67K/yr

Other

Re-posted 5 days ago

Job description

Account Manager

The Cross Family of Agencies welcomes you. We need your talent and expertise.

We're growing and we have an exciting career opportunity that could be the perfect fit for you! If you're a motivated, detail-oriented, and energetic professional, passionate about delivering top-notch customer service while working independently as part of a dynamic team, we'd love to hear from you!

Why Join Cross Insurance?

Be part of a thriving family-owned company that's grown from humble beginnings to one of the largest insurance providers in New England. For over 65 years, we've held firm to our values of integrity, dedication, and community involvement. From supporting local food banks to organizing volunteer programs, we are deeply invested in the communities we serve.

About the Role:

We are seeking an Account Manager with experience in Personal Lines insurance who will guide our clients through every step of the process. In this role, you will play a key part in providing a seamless, customer-centric experience.

Responsibilities:

  • Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
  • Develop and maintain relationships with clients to ensure that all service needs are met.
  • Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
  • Gather information from clients and prepare applications regarding new and/or renewal coverage.
  • Prepare policy quotes based on client's needs, rates and coverages.
  • Prepare all transactions for assigned accounts, i.e. applications, invoices, forms.
  • Maintain the accuracy of data in the agency management system.
  • May handle collections of premiums due.
  • Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
  • Other responsibilities as assigned by Manager.

Qualifications:

  • Experience servicing personal accounts within an insurance agency
  • Thorough knowledge of personal lines coverages and markets
  • Experience with an electronic agency management system.
  • Producer's license preferred- if none, obtain within 90 days of employment
  • Experience with Excel and Word
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment

DISCLAIMER:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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