Personal Lines Account Manager

Impact Performance Team; Indian Trail (NC); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan (3% match)

Paid time off

Job summary

Impact Performance Team is seeking a full-time Personal Lines Account Manager in Indian Trail, NC. You will manage client accounts, deliver outstanding service, and collaborate with a team of experienced insurance professionals to provide tailored coverage.

This role requires strong communication, data analysis, and the ability to handle quotes, policy changes, certificates, and renewals. A North Carolina and South Carolina Property & Casualty license is required, along with experience using

Qualifications

• Minimum 3 years experience in the insurance industry, preferably as a Personal Lines Account Manager
• Active Property and Casualty License in North Carolina and South Carolina
• Experience with Insurance related Client Management Systems
• Excellent communication skills, both verbal and written
• Familiarity with sales processes and customer service best practices
• Ability to analyze data and make informed decisions based on client needs

Responsibilities

• Consistently perform service and sales administration tasks in a high volume, face paced environment
• Deliver outstanding customer service via phone, email and in person by addressing inquiries and resolving issues promptly
• Perform accurate data entry, quote and process policy changes, issue certificates of insurance as well as prepare new business and renewal quotes and applications
• Utilize analysis skills helping the producing agent to assess client requirements and tailor insurance solutions accordingly
• Serve as a team leader for the Personal Lines department
• Build and maintain strong relationships with new and existing clients
• Respond timely to underwriting requests from insurance companies
• Adhere to all underwriting, rating, and compliance requirements
• Agent and customer assistance with claims filing and processing
• Agent and customer assistance with billing and payment processes
• Collaborate with team members to achieve overall agency success

Skills

Communication

Sales experience

Client relationship management

Data analysis

Team leadership

Education

Property and Casualty License (NC & SC)

Tools

Insurance CRM software

Policy processing systems

Job description

About Our Client

Our client is a family owned insurance agency located in Indian Trail, North Carolina (just outside of Charlotte, NC). They serve families, individuals, businesses and nonprofits throughout both North Carolina and South Carolina. They have an in-house team of highly experienced insurance professionals who share a philosophy of providing superior service to their clients. The agency is a part of the Keystone Insurer's Group of independent insurance agencies, which means they have access to a broad array of the nation's premier insurance products and companies. They pride themselves on being able to provide all the advantages of a large national firm but with all the personal service and attention that only a local firm can offer.

About Our Client

Our client is a family owned insurance agency located in Indian Trail, North Carolina (just outside of Charlotte, NC). They serve families, individuals, businesses and nonprofits throughout both North Carolina and South Carolina. They have an in-house team of highly experienced insurance professionals who share a philosophy of providing superior service to their clients. The agency is a part of the Keystone Insurer's Group of independent insurance agencies, which means they have access to a broad array of the nation's premier insurance products and companies. They pride themselves on being able to provide all the advantages of a large national firm but with all the personal service and attention that only a local firm can offer.

Role Overview

This is a full-time, on-site Personal Lines Account Manager role. The ideal candidate will be responsible for managing client accounts and providing exceptional customer service. This role requires strong communication skills, as well as the ability to analyze client needs and work as a team alongside other insurance professionals. Your key responsibilities may include:

• Consistently perform service and sales administration tasks in a high volume, face paced environment
• Deliver outstanding customer service via phone, email and in person by addressing inquiries and resolving issues promptly
• Perform accurate data entry, quote and process policy changes, issue certificates of insurance as well as prepare new business and renewal quotes and applications
• Utilize analysis skills helping the producing agent to assess client requirements and tailor insurance solutions accordingly
• Serve as a team leader for the Personal Lines department
• Build and maintain strong relationships with new and existing clients
• Respond timely to underwriting requests from insurance companies
• Adhere to all underwriting, rating, and compliance requirements
• Agent and customer assistance with claims filing and processing
• Agent and customer assistance with billing and payment processes
• Collaborate with team members to achieve overall agency success

Requirements

• Minimum 3 years experience in the insurance industry, preferably as a Personal Lines Account Manager
• Active Property and Casualty License in both North Carolina and South Carolina
• Experience with Insurance related Client Management Systems
• Excellent communication skills, both verbal and written, with the ability to engage clients effectively
• Familiarity with sales processes and customer service best practices
• Ability to analyze data and make informed decisions based on client needs

Benefits

• Estimated first year total compensation $55,000 - $70,000
  • Base Salary starting at $48,000-$60,000 depending on experience
  • 40% commission on new business or account rounding
  • Quarterly bonus opportunities
• Health insurance
• Dental insurance
• Vision insurance
• Retirement plan (with 3% match)
• Paid time off