Paul & Dixon Insurance Agency, Inc.
Personal Insurance Account Manager
Job Overview
Join a Legacy. Make an Impact. At Paul & Dixon Insurance, we're more than just an agency -- we're a team of professionals dedicated to helping families protect the things they love. For over 170 years, our commitment to integrity, client service, and community has made us one of Massachusetts’ most respected independent insurance agencies. Now, we’re looking for a Personal Lines Account Manager (CSR) to help us carry that legacy forward.
Salary Range: $55,000.00 - $80,000.00 per year
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Life Insurance
Parental Leave
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Requirements
What We’re Looking For
- 1-2 years of insurance service experience preferred.
- P&C license preferred.
- Self-starter who thrives in a fast-paced, team-oriented environment.
- Detail-oriented, analytical, and a strong communicator.
Responsibilities
What You'll Do
- Deliver prompt, high-quality service to personal lines clients, assisting with insurance products such as home, auto, umbrella, watercraft and similar coverages.
- Build relationships by helping clients protect the things they love and supporting our community.
- Process new business, estimate premiums, complete applications and binders, rewrite policies, and provide underwriting info to carriers.
- Respond to client requests for quotes, account reviews, coverage changes, and new policies — by phone, video, email, and in person.
- Handle incoming requests from clients, carriers, and third parties, ensuring accuracy and timeliness.
- Cross-sell policies and actively recommend coverage enhancements at every appropriate service contact.
- Comply with agency procedures and use office technology.
- Develop and maintain strong relationships with commercial clients to understand their insurance needs.
- Provide expert advice on insurance products and risk management strategies.
- Identify new business opportunities through outside sales efforts.
- Negotiate policy terms and pricing with clients and underwriters.
- Collaborate with internal teams to ensure seamless service delivery.
- Keep abreast of industry trends and regulatory changes affecting commercial insurance.
- Prepare detailed analysis and reports for clients and management.
- Represent the agency at community events to enhance our local presence.
Ready to build your career and make a difference?
Please email your resume to Steve Connulty, President, at sconnulty@pd-ins.com.
Remote Type:
No
Job Type:
Full-Time
Job Category:
Customer Service Representative
Location:
388 County St,New Bedford,MA,02740,US
About Us
Paul & Dixon Insurance – Protecting the South Coast Since 1852
Paul & Dixon is one of Massachusetts’ oldest and most respected independent insurance agencies. For over 170 years, we’ve been helping families and businesses protect what matters most with personalized insurance solutions and trusted risk management advice.
We’re more than just an agency—we’re a team of experienced professionals committed to integrity, client service, and community. With offices in New Bedford’s Downtown and North End, we combine history, stability, and growth opportunities in a supportive, career-focused environment.
Join us and be part of a company where your expertise is valued, your career can thrive, and your work makes a real difference.
Why Join Us
Build Your Career. Make an Impact.
Be Part of Our Legacy at Paul & Dixon Insurance
Looking to build a career, not just find a job? At Paul & Dixon Insurance, we’ve been protecting families and businesses across the South Coast since 1852—and we’re always looking for new talent to carry that legacy forward.
Here’s why career-minded professionals choose to work with us:
- Learn & Grow – Get hands-on experience with mentorship from seasoned insurance professionals.
- Build Your Future – We invest in training, certifications, and career paths that open doors for advancement.
- Make an Impact – Your work directly helps people and businesses protect the things they love.
- Join a Team That Cares – Collaborative, community-focused, and committed to doing things the right way.
- Balance That Works – A professional environment that also values your life outside of work.
At Paul & Dixon, you’ll broaden skills, confidence, and opportunities that last a lifetime—while working in an industry that’s stable, essential, and rewarding.