Account Manager

LHH is seeking a Bilingual Account Manager (Personal Lines) for a wellestablished, independent insurance brokerage in Charlotte, NC. This directhire role is ideal for a licensed insurance professional with experience supporting personal lines clients in a highvolume service environment .

This opportunity supports a Spanishspeaking 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 followup 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, compliancedriven 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
  
  
• Comfort in a highcallvolume phone environment
  
• 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
  
  
• Insurance designations (ACSR, CISR, etc.)
  
  

Compensation & Benefits

• Base salary plus incentive compensation
  
  
• Nonguaranteed profitsharing bonus
  
  
• 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
  
  

Additional Details

• Businesscasual work environment
  
  
• Onsite workspace provided
  
  
• Criminal background check required
  
  

This role requires prior insurance experience and active licensure. Entrylevel or licenseinprogress candidates will not be considered at this time.

Pay Details: $50,000.00 to $65,000.00 per year

Search managed by: Sunny Hill


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Military connected talent encouraged to apply

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