Personal Lines Department / Account Manager

Inspro Professionals; United States; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Paid PTO

Professional Development

Job Stability

Flexible schedule

Hybrid work options

Job summary

Inspro is seeking an Account Manager for the Personal Lines Department in Cary, NC. The role leads customer service agents, supports producers, and mentors others to deliver exceptional client service and cross-sell opportunities.

Responsibilities include managing day-to-day operations, maintaining client and carrier relationships, and guiding department growth. A strong background in personal lines and a relevant license is required.

Qualifications

• 5+ years personal lines insurance account management experience
• Strong client relationship skills and service orientation
• Ability to lead, mentor and train others
• Proficiency in MS Office and agency management software (PXE)

Responsibilities

• Build and oversee the daily operations of the personal lines department
• Assist with selection and training of new employees
• Maintain relationships with clients and carrier representatives
• Identify and pursue cross-sell opportunities and new coverages
• Design and implement marketing plans to grow the department
• Ensure quality of work and monitor department performance
• Keep policies updated in the agency management system (PXE)
• Coordinate with carriers to contract new markets

Skills

Client relations

Leadership

Communication

MS Office / IT skills

Education

Bachelor’s degree or equivalent

Tools

PXE Agency Management System

Job description

Future Opening: Personal Lines Department / Account Manager

Job Description

The Personal Lines Department & Account Manager at Inspro will build and support the customer service agents who manage, serve and advise clients regarding personal insurance. In addition, they will support producers and be viewed as a leader and resource by colleagues and peers who provides exceptional client service and serves as a mentor to others.

This person should be knowledgeable of coverage, carrier guidelines and underwriting. You will also be responsible for maintaining relationships with clients and carrier representatives. They will exercise independent decisions relating to client analysis of coverage, recommending coverage needs and suggesting new lines of coverage for existing clients, as appropriate. They will also develop strong relationships with carriers and market accounts as requested.

• Build and oversee the daily operations of the personal lines department
• Assist with selection of all new employees in the department
• Be responsible for the training of all new employees in the department
• Build and maintain key client and carrier relationships by phone, email and in person
• Continually seek cross sell opportunities
• Assist in designing and implementing marketing plan to grow the department
• Assist in client related issues
• Review production reports – new business, lapses and accounts handled by CSA
• Responsible for the quality of work produced in the department
• Evaluate department employees’ performance on an annual basis
• Proficient in the client management system, specifically to update policies that are written or renewed
• Maintain CE, attend classes, seminars, and carrier meetings to keep abreast of new products available
• Join in the process of contracting with more carriers
• Other responsibilities as assigned by owner

Qualifications

• Hold the insurance license required by your state and have a minimum of 5 years personal lines insurance account management experience as well as hold a Bachelor’s Degree or comparable work experience.
• Strong client relationship skills to build and maintain positive business relationships with clients and market contacts, including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
• Ability to utilize leadership skills by providing direction, constructive feedback, development, and training while additionally being able to motivate others to maximize productivity and team morale.
• Demonstrate proficiency in computer applications such as Microsoft office applications, various insurance technology and proficiency in learning our agency management system. (PXE)
• Paid PTO
• Professional Development
• Job Stability in a growing industry
• Flexible / Hybrid Schedule

Flexible work from home options available.

YOUR FUTURE....

Starts Here

Inspro is an independent insurance agency located in Cary, NC. It was founded in 1987 by Al Masella and his daughter, Michelle Masella Corcoran. The business was passed down in 2020 and is now female owned, providing comprehensive insurance solutions for customers up and down the East Coast. Inspro serve businesses, families, and individuals with exceptional customer service and market familiarity. Our staff possess over 165 years of collective experience in the insurance industry. In addition, we have established relationships with multiple carriers that we work with to provide quality products at a price that meets our customers’ expectations.

HERE’S HOW WE’RE DIFFERENT

We are a local agency which means our customers are able to speak with a live agent when they need us. That also allows our agents to be able to provide coverage options including commercial property and workers compensation and personal lines like home and auto. In addition, we can provide life, health and disability insurance protection as group coverage or individual coverage. Our team can tailor a policy to meet the needs of every customer that walks through our door.

We’re directly integrated to the local community. Every person on our staff was born or raised in the Wake County area and has ties to the community. We are proud community advocates and show our support through volunteerism with local organizations. We are proud to call NC home!

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

Benefits of working as an Independent Insurance Agent

Insurance Benefits

Inspro offers a full benefits package to include medical, dental, vision, short term and long term disability, life and worksite benefits

Flexibility

We strives to have a better work life balance. Our work week is hybrid, because we recognize that working in and out of the office has a positive impact on the business and the employee. Our IT has been set up so you can work anywhere!

Job Security

Inspro has been operating in the community for over 35 years! We know insurance is something everyone needs and we look forward to continuing on this path. Our plan is to invest in people to help us grow the company for another 35 years!