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Personal Lines Account Manager

Vaco Charlotte

We are seeking an experienced Personal Lines Account Manager to join a growing independent insurance organization. This role is responsible for delivering exceptional client service, managing existing personal insurance accounts, and helping clients maintain appropriate coverage through proactive account management. The ideal candidate is customer-focused, detail-oriented, and thrives in a fast-paced environment while building long-term client relationships. Key Responsibilities Manage a portfolio of personal lines insurance accounts and provide ongoing client support. Conduct annual policy reviews and recommend appropriate coverage enhancements based on clients' evolving needs. Assist clients with policy changes, renewals, endorsements, billing questions, and general service requests. Support clients throughout the claims process and help facilitate timely resolution. Build strong relationships by actively listening to client concerns and delivering outstanding customer service. Retain existing clients by identifying solutions to coverage or service-related issues. Process policy transactions accurately and maintain complete, up-to-date client records. Prepare insurance documentation including ID cards, certificates, endorsements, and related policy forms. Verify and update customer contact information during client interactions. Maintain knowledge of personal lines insurance products, carrier guidelines, licensing requirements, and industry best practices. Provide administrative support including answering phones, processing incoming documents, scanning, and other office responsibilities as needed. Collaborate with team members to support agency growth, client retention, and operational excellence. Qualifications Minimum of 3 years of Personal Lines insurance experience within an independent agency or brokerage environment. Active Property & Casualty (P&C) license preferred or ability to obtain and maintain licensing as required. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. #J-18808-Ljbffr

Vacancy posted 1 day ago
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