Personal Lines Account Manager

Triangle Risk Advisors, Inc.; Wake Forest (NC); On-site; USD 42,000 - 62,000; Full time

Job summary

Triangle Risk Advisors, Inc. is seeking a full-time Personal Lines Account Manager based on-site in Wake Forest, NC.

The role handles home, auto, and related personal policies, from quoting and binding to renewals and reviews, with daily client communications and support for billing and claims questions. Responsibilities include collaborating with producers and carrier partners, preparing proposals, identifying cross-selling opportunities, and maintaining accurate records in the agency

Qualifications

• Experience in personal lines insurance account management including quoting, binding, servicing and renewals.
• Strong client service and communication skills to build relationships and explain coverage clearly.
• Excellent organization and time-management to manage multiple accounts and maintain documentation.
• Proficiency with insurance agency management systems and common office software (CRM, MS Office).
• Attention to detail and analytical skills for reviewing policies and identifying coverage gaps.

Responsibilities

• Manage personal lines accounts from quoting and binding to renewals and reviews.
• Handle daily client communications and respond to coverage inquiries.
• Process endorsements and assist with billing and claims questions.
• Collaborate with producers and carrier partners; prepare proposals.
• Identify cross-selling opportunities and maintain accurate records in the agency management system.
• Follow agency procedures and ensure compliance with carrier and regulatory requirements.

Skills

Personal lines

Policy quoting

Binding coverage

Servicing & renewals

Client service

Communication skills

Organization & time management

CRM tools

Microsoft Office

Risk management recommendations

Job description

Company Description

Triangle Risk Advisors, Inc. is a licensed, independent insurance agency and Keystone Partner serving communities across North Carolina. With multiple locations, including Wake Forest, the agency provides customized insurance solutions for business, farm, home, auto, life, and individual or group benefits. Triangle Risk Advisors focuses on risk management services that help protect families, businesses, and communities. For business clients, the agency’s tailored process is designed to safeguard balance sheets and support confident, sustainable growth. Team members work closely with local clients to deliver responsive, relationship-based service.

Role Description

The Personal Lines Account Manager is a full-time, on-site role based in Wake Forest, NC. This role is responsible for managing personal lines accounts, including home, auto, and other individual insurance policies, from quoting and binding coverage to policy changes, renewals, and reviews. The Personal Lines Account Manager will handle daily client communications, respond to coverage inquiries, process endorsements, and assist with billing and claims-related questions, ensuring a high level of service and client retention. The role includes collaborating with producers and carrier partners, preparing proposals, identifying cross-selling opportunities, and maintaining accurate records in the agency management system. The Account Manager will also follow agency procedures, support compliance with carrier and regulatory requirements, and contribute to a positive, team-oriented office environment.

Qualifications

• Demonstrated experience with personal lines insurance account management, including policy quoting, binding, servicing, and renewals.
• Strong client service and communication skills, with the ability to build relationships, explain coverage clearly, and resolve issues professionally.
• Solid organizational and time-management skills to handle multiple accounts, prioritize tasks, and maintain accurate documentation.
• Proficiency with insurance agency management systems and common office software (e.g., CRM tools, Microsoft Office or equivalent).
• Attention to detail and analytical skills for reviewing policies, identifying coverage gaps, and supporting risk management recommendations.
• North Carolina Property & Casualty insurance license (or ability to obtain within a specified timeframe) preferred.
• Prior experience in an independent insurance agency or similar environment is beneficial.
• Ability to work on-site in Wake Forest, NC, collaborate with team members, and uphold ethical, client-focused professional standards.