Insurance Account Manager: Build Relationships for Clients

Howard Hanna Real Estate Services; Charlotte (NC); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Paid professional development and CE

Career growth opportunities

Supportive, team-oriented culture

Industry leader stability

Job summary

Howard Hanna Insurance Services is seeking an experienced Insurance Account Manager in North Carolina to build strong client relationships, review policies, and coordinate with carriers to secure optimal coverage. The role emphasizes proactive service, accurate record-keeping, and driving client loyalty.

You will work with a team that values growth, customer focus, and long-term client success, supporting personal and professional development within a growing organization.

Qualifications

• Active P&C license preferred.
• Two years of personal lines account management experience.
• Strong understanding of insurance products, coverages, rating procedures, underwriting guidelines.
• Excellent customer service and relationship-building skills.

Responsibilities

• 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.

Skills

Customer service

Relationship building

Problem solving

Communication

Organization

Account management

Education

Property & Casualty (P&C) license preferred

2+ years personal lines account management

Tools

Agency management systems

Job description

Howard Hanna Insurance Services is seeking an experienced Insurance Account Manager in North Carolina to build strong client relationships, review policies, and coordinate with carriers to secure optimal coverage. The role emphasizes proactive service, accurate record-keeping, and driving client loyalty.

You will work with a team that values growth, customer focus, and long-term client success, supporting personal and professional development within a growing organization.