Personal Lines Account Manager — Client & Policy Lifecycle Lead

Oakbridge Insurance Agency; Benson (NC); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

401k with immediate participation

Company-paid life insurance

Short- and long-term disability

Health insurance plan

Flexible work environment

Job summary

Oakbridge Insurance Agency in Benson, NC is seeking a Personal Lines Account Manager to oversee the full service cycle for personal insurance clients, including marketing, underwriting coordination, proposals, binding, billing and policy maintenance. You’ll work with clients and producers to ensure accuracy and service excellence.

Ideal candidates have a Property & Casualty license, strong organization, and the ability to work independently or in a team, with proficiency in Microsoft Office and

Qualifications

• Active Property & Casualty Insurance License (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

Excellent customer service

Organization skills

Communication skills

Independent and team work

Education

Property & Casualty License

Tools

Applied Epic

Microsoft Office

Job description

Oakbridge Insurance Agency in Benson, NC is seeking a Personal Lines Account Manager to oversee the full service cycle for personal insurance clients, including marketing, underwriting coordination, proposals, binding, billing and policy maintenance. You’ll work with clients and producers to ensure accuracy and service excellence.

Ideal candidates have a Property & Casualty license, strong organization, and the ability to work independently or in a team, with proficiency in Microsoft Office and