Remote Account Manager

Patriot Growth Insurance Services, LLC; Southport (NC); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Free virtual medical care for employee

Disability coverage (short & long-term

401(k) company match

Dental and vision coverage

Employee Assistance Program

Job summary

Patriot Growth Insurance Services, LLC is seeking a Coastline Insurance Personal Lines Account Manager in Southport, NC. This in-office, full-time role focuses on managing service, sales, and renewal marketing for a producer's book of business.

The position emphasizes knowledge of personal and commercial lines, strong client communication, and collaboration with carriers and brokers to optimize coverage and service. 3–5 years in related roles is preferred.

Qualifications

• 3–5 years of experience in sales, account management or customer service.
• Strong knowledge of policy coverages, underwriting principles and service procedures.
• Experience in Property & Casualty insurance, especially commercial or personal lines account management.
• Bachelor's degree in a related field adds value.

Responsibilities

• Serve as the primary service contact for the producer's book of business.
• Act as liaison between clients and carrier/broker underwriters to resolve questions and changes.
• Review coverages with insureds and advise on terms, exposures and risk mitigation.
• Identify coverage gaps and round out accounts with additional products (Umbrella, Inland Marine, etc.).
• Quote and bind new business and support renewal marketing and remarketing.
• Prepare and submit applications, renewal docs, and invoices accurately.
• Resolve underwriting issues and support policy servicing from binding through renewal.
• Manage claims on behalf of insureds with end-to-end support.

Skills

CRM software

Client relationships

Microsoft Office

Policy coverages knowledge

Education

High School Diploma/GED or Associate Degree in Business Administration or related field

Bachelor's Degree in Business Administration, Risk Management, Marketing or related field

Tools

CRM software

Job description

Job Description Personal Lines Account Manager Coastline Insurance | Southport, NC | In-Office | Full-Time

Why This Role Matters

As an Account Manager, you'll play a key role in delivering an exceptional client experience by managing service, sales, and renewal marketing support for your assigned Producer's book of business. Your knowledge of personal and commercial lines coverage, underwriting relationships, and client communication will make you the trusted go-to resource for clients, carriers, and your team alike.

In this role, you'll serve as the primary liaison between clients, insurance carriers, and brokers, resolving service issues, marketing renewals, and identifying opportunities to round out coverage. You'll be part of a collaborative environment where your organizational skills, insurance knowledge, and attention to detail directly support long-term client relationships and agency growth.

• Serve as the primary service contact for your assigned Producer's book of business, building trusted, responsive relationships with clients.
• Act as the liaison between clients and carrier/broker underwriters, resolving coverage questions, billing issues, and policy changes.
• Review coverages with insureds and counsel them on policy terms, exposures, and risk mitigation strategies.
• Identify coverage gaps and round out accounts with additional products such as Umbrella, Inland Marine, and other specialty lines.
• Quote and bind new business for existing clients and walk-in opportunities, while supporting renewal marketing and remarketing efforts.
• Prepare and submit applications, renewal documentation, and invoices to clients and carriers with accuracy and attention to detail.
• Resolve underwriting issues, process endorsements, and support policy servicing from binding through renewal.
• Manage claims on behalf of insureds, providing end-to-end support and follow-up through resolution.

Knowledgeable across personal and commercial lines products, coverages, and underwriting principles.

Skilled at building strong, lasting client relationships and tailoring solutions to their needs.

Highly organized, with the ability to prioritize and manage multiple responsibilities at once.

Comfortable collaborating within a team while independently managing your own workload.

Proficient with CRM systems and Microsoft Office Suite.

3 to 5 years of experience in a sales, account management, or customer service-related role.

• ~ High School Diploma/GED or Associate Degree in Business Administration or a related field.
• ~ Strong knowledge of policy coverages, underwriting principles, and service procedures.
• Experience in the Property and Casualty insurance industry, particularly commercial or personal lines account management.
• Bachelor's Degree in Business Administration, Risk Management, Marketing, or a related field.

they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Multiple medical plan options, with preventive care covered at 100%

• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.

Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. For more information, read through our EEO and DE&I Policy located on our website at

There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; personalized time off and company paid holidays.