Personal Lines Account Manager

Capstone Search Group; Raleigh (NC); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Capstone Search Group is assisting an independent agency in North Carolina by sourcing experienced Personal Lines Account Managers to support growing Charlotte or Raleigh teams. The role focuses on client retention, handling policy questions, monitoring claims, and preparing for renewals including remarketing.

The ideal candidate has 1+ year of personal lines experience and holds an active insurance license.

Qualifications

• 1+ year of personal lines insurance experience.
• Active insurance license required.

Responsibilities

• Assist with client requests, policy questions and renewals.
• Monitor claims and support remarketing efforts.

Skills

Insurance experience

Active license

Job description

About the Role

An independent agency seeks experienced Personal Lines Account Managers to support their growing North Carolina teams. Your role is crucial to client retention with a lot of work behind the scenes managing requests, answering policy questions, monitoring claims, and preparing for renewals including remarketing.

Skills & Experience

1. One (1) or more years of insurance experience with personal lines insurance coverage.
2. Active insurance license

Job Specs

Location: Charlotte or Raleigh, NC. Hybrid schedule is available.

Tagged as: account manager, administrative, agency, auto, client manager, client service, customer service, homeowners, insurance, personal lines, project management