Personal/Small Commercial Insurance Account Manager (Charlotte)
$62kPeter E Frank Insurance Agency Inc
Personal Lines/Small Commercial Lines Account Manager – Charlotte, NC Area
Independent Insurance Agency | Full-Time
We're looking for the best of the best. Are you feeling boxed in at your current agency with limited opportunity for growth and professional development? Interested in becoming more well-rounded in your insurance career? Excited about a compensation plan that rewards your efforts?
If so, we want to hear from you. Join our growing independent insurance agency serving the South Charlotte area, where you'll have the opportunity to build a career and grow with an established agency.
What You'll Do
● Manage a book of personal lines and small commercial lines business including auto, homeowners, umbrella, general liability, workers compensation, and commercial auto
● Service existing client accounts: policy changes, renewals, endorsements, and claims support
● Cross-sell and round out accounts to maximize client coverage and retention
● Build and maintain strong relationships with clients and carrier partners
● Process new business quotes and applications accurately and efficiently
● Ensure compliance with agency procedures and state insurance regulations
What We're Looking For
● Minimum 2 years of experience in either personal lines or small commercial insurance required; we'll provide solid training on the other line
● Active NC Property & Casualty insurance license
● If you do not currently hold a Life insurance license, you will be required to pursue one, at the agency's cost
● Strong customer service and communication skills
● Detail-oriented with solid organizational and multitasking abilities
● Proficiency with agency management systems and comparative raters a plus
● A team player who thrives in a fast-paced, client-focused environment
● Erie Insurance Company experience a plus
● This is an in office position. Located in South Charlotte right off Weddington Rd Exit of 485
Compensation & Benefits
● Base salary starting at $62,000 (can be increased based on current experience and discussion) — exclusive of bonus.
● Performance-based bonus opportunities
● Health insurance
● Dental insurance
● 401(k) with company match
● Generous paid time off
● Location: Charlotte (South Charlotte) NC
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