Personal Lines Account Manager

Impact Performance Team•Indian Trail, NC

1d•Onsite

About The Position

Our client is a family-owned insurance agency located in Indian Trail, North Carolina, serving individuals, families, businesses, and nonprofits in North Carolina and South Carolina. As part of the Keystone Insurer’s Group, they offer a wide range of insurance products from premier national companies while maintaining personalized local service. This is a full-time, on-site Personal Lines Account Manager role focused on managing client accounts and delivering exceptional customer service. The position requires strong communication, analytical skills, and teamwork within the insurance professional team.

Requirements

Minimum 3 years of experience in the insurance industry, preferably as a Personal Lines Account Manager.
Active Property and Casualty License in both North Carolina and South Carolina.
Experience with Insurance related Client Management Systems.
Excellent communication skills, both verbal and written, with the ability to engage clients effectively.
Familiarity with sales processes and customer service best practices.
Ability to analyze data and make informed decisions based on client needs.

Responsibilities

Consistently perform service and sales administration tasks in a high volume, fast-paced environment.
Deliver outstanding customer service via phone, email, and in person by addressing inquiries and resolving issues promptly.
Perform accurate data entry, quote and process policy changes, issue certificates of insurance, and prepare new business and renewal quotes and applications.
Utilize analysis skills to help the producing agent assess client requirements and tailor insurance solutions accordingly.
Serve as a team leader for the Personal Lines department.
Build and maintain strong relationships with new and existing clients.
Respond timely to underwriting requests from insurance companies.
Adhere to all underwriting, rating, and compliance requirements.
Assist agents and customers with claims filing and processing.
Assist agents and customers with billing and payment processes.
Collaborate with team members to achieve overall agency success.