Personal Lines Account Manager
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 broad range of insurance products and companies while maintaining the personal service of a local firm. This is a full-time, on-site role focused on managing client accounts and providing exceptional customer service. The position requires strong communication skills, the ability to analyze client needs, and teamwork with other insurance professionals.
Requirements
- Minimum 3 years 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 as well as prepare new business and renewal quotes and applications.
- Utilize analysis skills helping the producing agent to 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.
- Agent and customer assistance with claims filing and processing.
- Agent and customer assistance with billing and payment processes.
- Collaborate with team members to achieve overall agency success.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Retirement plan (with 3% match)
- Paid time off
- 40% commission on new business or account rounding
- Quarterly bonus opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
