Personal Lines Account Manager

The Misch Group; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Life insurance

401k

PTO

Dental insurance

Vision insurance

Job summary

An independent insurance agency in North Carolina seeks a Personal Lines Account Manager to support the Personal Lines Department. This position involves working closely with team members, managing client accounts, and ensuring high levels of customer satisfaction. The ideal candidate will have at least 2 years of experience in personal lines insurance, a P&C License, and the ability to work effectively under minimal supervision. Competitive pay and robust benefits are provided.

Qualifications

• Must have P&C License.
• Experience in personal lines insurance required.
• Able to manage multiple tasks with minimal supervision.

Responsibilities

• Work with Agency Principal and Team Members.
• Order policies and issue necessary documents.
• Prepare account renewal submissions.

Skills

P&C License

Client relationship management

Effective communication

Multi-tasking

Knowledge of Applied Systems Epic

Education

Minimum 2 years as a Personal Lines Account Manager

Tools

Microsoft Word

Microsoft Excel

Job description

Personal Lines Account Manager

Department: Insurance & Financial Services

Employment Type: Full Time

Location: North Carolina

Compensation: $45,000 – $65,000 / year

Description

About Us:

We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses.
The Personal Lines Account Manager provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.

Role Expectations and Description:

The Account Manager is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.

Key Responsibilities

• Work with Agency Principal, Producers, and Team Members
• Order policies and issue documentation, certificates, and binders as needed
• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
• Bind coverage for new clients

Skills, Knowledge and Expertise

• P&C License required
• Experience working for an independent insurance agency
• Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
• Minimum of 2 years of experience as a Personal Lines Account Manager
• Must be able to multi-task and handle a heavy workload with minimal supervision
• Effective communicator (verbal and written)
• Working knowledge of Applied Systems Epic management system
• Insurance designation (Preferred)

Desired Skills:

• Experience with Microsoft Office and proficiency in Word and Excel
• Excellent organizational skills with attention to detail

Benefits

• Competitive Pay
• Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.