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Personal Lines Account Manager - Hybrid (10112)

Capstone Search Group

Job Description

Job Description

About the Role

Join a leading insurance agency in Charlotte as  Personal Lines Account Manager . Their team is growing and would like someone who can handle the full service cycle to manage renewal timelines, update risk information, and provide clients answers about policies, pricing, and additional support.

Duties & Responsibilities

  • Serve as the external communication conduit between the insurance companies and client. Provide updates on timelines for renewal information and policy changes.
  • Review policy and coverage specifications to accuracy. Assist with creating proposals and reviewing market options. Report and monitor claims, addressing escalated service issues.
  • Answer client questions regarding insurance coverage and exclusions for home, auto, umbrella, and other personal insurance policies.

Skills & Experience

  • Minimum three (3) years of personal lines insurance industry experience working for an independent insurance agency in a similar client service role.
  • Active state insurance license. 
  • Self-motivated with strong multi-tasking and organizational skills.

Job Specs

Location: Charlotte, NC. Hybrid schedule is available.

Company Description

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

Company Description

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

Vacancy posted 4 days ago
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