Insurance Account Representative

Bilingual Account Manager – Personal Lines (Insurance) Charlotte, NC | Hybrid | Direct Hire LHH is seeking a Bilingual Account Manager (Personal Lines) for a well‑established, independent insurance brokerage in Charlotte, NC. This direct‑hire role is ideal for a licensed insurance professional with experience supporting personal lines clients in a high‑volume service environment . This opportunity supports a Spanish‑speaking client population that relies heavily on live phone communication and policy education , making strong communication skills and insurance knowledge essential. Position Overview Employment Type: Direct Hire Work Model: Hybrid (onsite rotation required) Schedule: Monday–Friday, 8:30 AM–4:30 PM Key Responsibilities Handle 25-30 inbound calls daily in Spanish and English from personal lines clients Explain policy details, carrier notices, cancellations, rewrites, endorsements, and coverage changes verbally Process policy transactions accurately across multiple insurance carriers Manage inbound email requests and follow‑up activities Perform outbound outreach to clients as needed for servicing and retention Maintain complete and compliant documentation within an agency management system Operate in a regulated, compliance‑driven environment tied to financial services Work mix is approximately 70% inbound / 30% outbound servicing. Required Qualifications Active Property & Casualty (P&C) license (must be licensed on day one) Fluency in Spanish and English (must explain insurance concepts verbally) Personal Lines insurance experience Prior work with multiple insurance carriers Strong attention to detail and documentation accuracy Ability to navigate carrier portals and agency systems Preferred Experience Independent insurance agency background Experience with Applied Epic , AMS360, or similar agency management systems Base salary plus incentive compensation Medical, dental, and vision coverage 401(k) with employer match Paid time off, holidays, and sick leave Tuition reimbursement and continuing education support Paid parental leave and wellness programs Business‑casual work environment Onsite workspace provided Criminal background check required This role requires prior insurance experience and active licensure. Entry‑level or license‑in‑progress candidates will not be considered at this time. #J-18808-Ljbffr LHH