Personal Lines Insurance Account Manager

TGG Accounting•Fayetteville, NC

About The Position

Our client is a well-established, family owned independent insurance agency with nearly 50 years of success serving individuals, families, and businesses throughout the region. The organization has experienced significant growth and recently achieved its strongest year on record. Known for its employee-focused culture, long-tenured staff, and commitment to client service, the company offers a stable and professional environment where employees are encouraged to build long-term careers. With a strong reputation in the marketplace and relationships with numerous insurance carriers, the agency continues to expand while maintaining a personalized, family-oriented approach to business.

Requirements

Active North Carolina Property & Casualty Insurance License required
Minimum of 4 years of personal lines insurance experience in an agency or insurance carrier environment
Strong knowledge of personal lines insurance products, coverages, policy servicing, and renewals
Excellent customer service, communication, and relationship-building skills
Comfortable managing a high-volume workload while maintaining attention to detail and accuracy
Tech-savvy with the ability to work efficiently in a fully paperless and technology-driven environment
Strong organizational and time management skills with the ability to prioritize competing responsibilities
Professional demeanor and ability to work effectively with clients, carriers, and internal team members
Demonstrated employment stability and a desire to grow long-term with an organization are highly valued

Nice To Haves

Experience with Applied Systems (Epic or TAM) is highly preferred
Independent agency experience
Bilingual Spanish skills
Familiarity with regional carrier markets

Responsibilities

Manage and service a large personal lines book of business for individual and family clients
Respond to inbound client inquiries regarding premiums, coverage opt-ins, policy changes, billing questions, and renewals
Process endorsements, policy updates, ID cards, beneficiary changes, and other service-related requests
Support account retention efforts by providing exceptional customer service and proactive client communication
Assist with policy renewals and remarketing opportunities while partnering with producers responsible for new business generation
Service a variety of personal insurance products including auto, homeowners, renters, umbrella, flood, life, motorcycle, and recreational vehicle policies
Utilize agency management systems and carrier portals to maintain accurate policy records and process transactions efficiently
Build and maintain strong client relationships to support long term retention and customer satisfaction
Work within a fast-paced, high volume environment while balancing multiple client requests and deadlines
Contribute to a fully digital, paperless workflow through accurate documentation and effective use of technology