Insurance Account Manager

Howard Hanna Allen Tate Real Estate; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive benefits package

Paid professional development

Career growth opportunities

Job summary

Howard Hanna Allen Tate Real Estate is seeking an experienced Insurance Account Manager in Charlotte, North Carolina. This role involves building strong client relationships, assisting with policy management, and enhancing coverage solutions tailored to client needs.

Candidates should have a Property & Casualty license and at least two years of experience in personal lines insurance. The position offers competitive compensation and a supportive, team-oriented culture.

Qualifications

• Active Property & Casualty (P&C) insurance license preferred.
• At least two years of personal lines insurance account management experience.
• Strong understanding of insurance products, coverages, and industry operations.

Responsibilities

• Build and maintain strong client relationships through exceptional service.
• Assist clients with policy reviews, renewals, and claims support.
• Identify opportunities to strengthen coverage and provide additional value.

Skills

Client relationship management

Insurance product knowledge

Communication

Problem-solving

Organizational skills

Education

Property & Casualty insurance license

Two years of personal lines insurance account management experience

Tools

Agency management systems

Job description

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.

What You'll Do

• 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

What We're Looking For

• 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

What's In It For You

• Competitive compensation
• Comprehensive benefits package
• Paid professional development and continuing education
• Career growth opportunities within a growing organization
• A supportive, team‑oriented culture
• The stability of a respected industry leader

About Howard Hanna Insurance Services

Howard Hanna Insurance Services is a Trusted Choice independent insurance agency representing many of the nation's leading insurance carriers. As part of the Howard Hanna Family of Companies, we help clients through every stage of homeownership with integrated real estate, mortgage, title, relocation, and insurance services.

Built Different. Built for People. Built for clients. Built for communities. Built for careers. Built for you.