Personal Lines Account Manager - Commission & Benefits

Impact Performance Team; Indian Trail (NC); Presencial; USD 55.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

Retirement plan (3% match)

Paid time off

Descripción de la vacante

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

Formación

• 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

Responsabilidades

• 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

Conocimientos

Communication

Sales experience

Client relationship management

Data analysis

Team leadership

Educación

Property and Casualty License (NC & SC)

Herramientas

Insurance CRM software

Policy processing systems

Descripción del empleo

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