Commercial Lines Account Manager

Mountcastle InsuranceWinston-Salem, NC
9dHybrid

About The Position

Are you passionate about building strong client relationships and delivering exceptional service? Join our team at Mountcastle Insurance as a Commercial Lines Account Manager and play a key role in supporting our producers and serving our valued clients with professionalism, care, and expertise.

Requirements

  • Active North Carolina Property & Casualty License
  • 3–5 years of experience in a commercial account management role
  • Strong customer service and communication skills—both written and verbal
  • A high level of organization, urgency, and attention to detail

Nice To Haves

  • Experience with AMS360 a plus

Responsibilities

  • Serve as the go-to contact for your assigned commercial clients—handling policy updates, renewals, quoting, payments, and documentation.
  • Answer client questions, support claims, and resolve service issues with speed and accuracy.
  • Partner with producers to onboard new clients: assess needs, gather data, present quotes, and secure coverage.
  • Schedule and support account reviews to ensure clients have the right protection for their evolving needs.
  • Coordinate with insurance carriers to negotiate terms, process changes, and correct discrepancies.
  • Keep thorough records of client communications and activity in our agency management system.

Benefits

  • Bonus opportunities
  • Hybrid work schedule
  • Paid time off, holidays, and vacation days
  • Health, Dental & Vision Insurance
  • 401(k) with company match
  • Ongoing education & professional development
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