Account Manager | Personal Lines

Kids for the Future; Benson (NC); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

401k with immediate participation

Company-paid life insurance

Short- and long-term disability

Health insurance plan

Flexible work environment

Job summary

Oakbridge Insurance Agency in Benson, NC is seeking a Personal Lines Account Manager to oversee the full service cycle for personal insurance clients, including marketing, underwriting coordination, proposals, binding, billing and policy maintenance. You’ll work with clients and producers to ensure accuracy and service excellence.

Ideal candidates have a Property & Casualty license, strong organization, and the ability to work independently or in a team, with proficiency in Microsoft Office and

Qualifications

• Active Property & Casualty Insurance License (required)
• Extensive knowledge of personal insurance products (home, auto, umbrella, collections, etc)
• Strong organization and time management abilities
• Excellent customer service, written and verbal communication skills
• Comfortable working independently and as part of a collaborative team
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)

Responsibilities

• Manage personal lines accounts throughout the entire policy lifecycle, including new business, renewals and mid-term changes
• Provide exceptional service to existing clients while supporting growth through inside/outside referrals
• Assist with coverage placement, risk evaluation and recommending updates based on client needs
• Prepare and process policy documents including binders, ID cards, EOPs and insurance summaries
• Handle client billing needs- invoice processing, reconciliation and follow-up on outstanding items
• Answer incoming calls, greet walk-ins and provide general support in a client-facing capacity
• Participate in client and carrier meetings as needed

Skills

Excellent customer service

Organization skills

Communication skills

Independent and team work

Education

Property & Casualty License

Tools

Applied Epic

Microsoft Office

Job description

Description

The Personal Lines Account Manage r is responsible for managing the complete service cycle for new and renewal personal insurance clients. This includes marketing, underwriting coordination, proposal delivery, binding, billing, and policy maintenance in Applied Epic. The role requires strong organizational skills, strict adherence to underwriting and agency standards, and proactive communication with clients and producers.

Work Performed:

• Manage personal lines accounts throughout the entire policy lifecycle, including new business, renewals and mid-term changes
• Provide exceptional service to existing clients while supporting growth through inside/outside referrals
• Assist with coverage placement, risk evaluation and recommending updates based on client needs
• Prepare a nd process policy documents including binders, ID cards, EOPs and insurance summaries
• Handle client billing needs- invoice processing, reconciliation and follow-up on outstanding items
• Answer incoming calls, greet walk-ins and provide general support in a client-facing capacity
• Participate in client and carrier meetings as needed

Requirements

• Active Property & Casualty Insurance License (required)
• Extensive knowledge of personal insurance products (home, auto, umbrella, collections, etc)
• Strong organization and time management abilities
• Excellent customer service, written and verbal communication skills
• Comfortable working independently and as part of a collaborative team
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)

Preferred Education & Experience

• 3+ years experience with personal lines insurance is preferred, but not required
• Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus
• Understanding of agency workflows and procedures

Summary

Deeply Rooted to Serve

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family.

• Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting.
• Company-paid benefits include life insurance and short- and long-term disability.
• We have a strong health insurance plan.
• and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace.

We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship.

Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.