Personal Lines Account Manager — Client Growth & Service

Insurance Journal; Benson (NC); On-site; USD 52,000 - 76,000; Full time

Job summary

Oakbridge Insurance Agency is seeking a driven Personal Lines Account Manager to oversee the full service lifecycle for personal insurance clients, from new business to renewals. You will coordinate marketing, underwriting, proposal delivery, binding, billing, and policy maintenance in Applied Epic.

Join a collaborative team focused on client service, accuracy, and growth through referrals. Strong organization and communication skills are essential, along with knowledge of home, auto, umbrella,

Qualifications

• Active Property & Casualty Insurance License is required.
• Extensive knowledge of personal insurance products (home, auto, umbrella, collections, etc).
• Strong organization and time management abilities.
• Excellent customer service, written and verbal communication skills.
• Comfortable working independently and as part of a collaborative team.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).

Responsibilities

• Manage personal lines accounts throughout the entire policy lifecycle, including new business, renewals and mid-term changes.
• Provide exceptional service to existing clients while supporting growth through inside/outside referrals.
• Assist with coverage placement, risk evaluation and recommending updates based on client needs.
• Prepare and process policy documents including binders, ID cards, EOPs and insurance summaries.
• Handle client billing needs- invoice processing, reconciliation and follow-up on outstanding items.
• Answer incoming calls, greet walk-ins and provide general support in a client-facing capacity.
• Participate in client and carrier meetings as needed.

Skills

Customer service

Written and verbal communication

Time management

Team collaboration

Independent work

Education

Active Property & Casualty Insurance License

Tools

Microsoft Office Suite

Applied Epic familiarity

Job description

Oakbridge Insurance Agency is seeking a driven Personal Lines Account Manager to oversee the full service lifecycle for personal insurance clients, from new business to renewals. You will coordinate marketing, underwriting, proposal delivery, binding, billing, and policy maintenance in Applied Epic.

Join a collaborative team focused on client service, accuracy, and growth through referrals. Strong organization and communication skills are essential, along with knowledge of home, auto, umbrella,