Insurance Account Manager

Allen Tate Insurance Services•Charlotte, NC

1d•Onsite

About The Position

Insurance Account Manager Built Different. Built for Your Success. Most insurance agencies offer a job. At Howard Hanna Insurance Services, we offer something more: a chance to build a meaningful career with a team that's committed to your growth, your success, and the clients you serve. We're looking for an experienced Insurance Account Manager who thrives on building relationships, solving problems, and helping people protect what matters most. If you take pride in delivering exceptional service and want to be part of a company that values your expertise, we'd love to meet you. Why Howard Hanna Insurance? Because we're built differently. As part of one of the nation's largest family-owned real estate organizations, we combine the strength of a trusted brand with a collaborative culture focused on people, relationships, and long-term success. We believe insurance is about more than just the policies. It's about helping families, protecting futures, and showing up when clients need trusted guidance the most.

Requirements

Hold an active Property & Casualty (P&C) insurance license preferred
Have at least two years of personal lines insurance account management experience
Possess a strong understanding of insurance products, coverages, rating procedures, underwriting guidelines, and industry operations
Demonstrate exceptional customer service and relationship-building skills
Communicate effectively both verbally and in writing, with confidence and professionalism
Can analyze client needs, present coverage options, and recommend solutions that provide meaningful protection
Have the ability to resolve complex customer issues with tact, urgency, and sound judgment
Are highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
Are comfortable using agency management systems and other technology tools to support client service and account management
Take ownership of your work while collaborating effectively with teammates and carrier partners

Responsibilities

Build and maintain strong client relationships through exceptional service
Assist clients with policy reviews, renewals, coverage changes, and claims support
Identify opportunities to strengthen coverage and provide additional value
Present insurance solutions tailored to individual client needs
Work closely with carrier partners to secure the best outcomes
Maintain accurate records and documentation
Help create an experience that drives loyalty, referrals, and long-term relationships