Personal Lines Account Manager

Job DescriptionJob DescriptionAbout Our ClientOur client is a family owned insurance agency located in Indian Trail, North Carolina (just outside of Charlotte, NC). They serve families, individuals, businesses and nonprofits throughout both North Carolina and South Carolina. They have an in-house team of highly experienced insurance professionals who share a philosophy of providing superior service to their clients. The agency is a part of the Keystone Insurer’s Group of independent insurance agencies, which means they have access to a broad array of the nation’s premier insurance products and companies. They pride themselves on being able to provide all the advantages of a large national firm but with all the personal service and attention that only a local firm can offer.Role Overview This is a full-time, on-site Personal Lines Account Manager role. The ideal candidate will be responsible for managing client accounts and providing exceptional customer service. This role requires strong communication skills, as well as the ability to analyze client needs and work as a team alongside other insurance professionals. Your key responsibilities may include:Consistently perform service and sales administration tasks in a high volume, face paced environmentDeliver outstanding customer service via phone, email and in person by addressing inquiries and resolving issues promptlyPerform accurate data entry, quote and process policy changes, issue certificates of insurance as well as prepare new business and renewal quotes and applicationsUtilize analysis skills helping the producing agent to assess client requirements and tailor insurance solutions accordinglyServe as a team leader for the Personal Lines departmentBuild and maintain strong relationships with new and existing clientsRespond timely to underwriting requests from insurance companiesAdhere to all underwriting, rating, and compliance requirementsAgent and customer assistance with claims filing and processingAgent and customer assistance with billing and payment processesCollaborate with team members to achieve overall agency successRequirementsMinimum 3 years experience in the insurance industry, preferably as a Personal Lines Account ManagerActive Property and Casualty License in both North Carolina and South CarolinaExperience with Insurance related Client Management SystemsExcellent communication skills, both verbal and written, with the ability to engage clients effectivelyFamiliarity with sales processes and customer service best practicesAbility to analyze data and make informed decisions based on client needsBenefitsEstimated first year total compensation $55,000 - $70,000Base Salary starting at $48,000-$60,000 depending on experience40% commission on new business or account roundingQuarterly bonus opportunitiesHealth insuranceDental insuranceVision insuranceRetirement plan (with 3% match)Paid time off