Personal Lines Insurance Account Manager

Personal Lines Account Manager Opportunity

Our client is a well-established, family owned independent insurance agency with nearly 50 years of success serving individuals, families, and businesses throughout the region. The organization has experienced significant growth and recently achieved its strongest year on record. Known for its employee-focused culture, long-tenured staff, and commitment to client service, the company offers a stable and professional environment where employees are encouraged to build long-term careers. With a strong reputation in the marketplace and relationships with numerous insurance carriers, the agency continues to expand while maintaining a personalized, family-oriented approach to business.

Position Overview & Key Responsibilities

• Manage and service a large personal lines book of business for individual and family clients


• Respond to inbound client inquiries regarding premiums, coverage opt-ins, policy changes, billing questions, and renewals


• Process endorsements, policy updates, ID cards, beneficiary changes, and other service-related requests


• Support account retention efforts by providing exceptional customer service and proactive client communication


• Assist with policy renewals and remarketing opportunities while partnering with producers responsible for new business generation


• Service a variety of personal insurance products including auto, homeowners, renters, umbrella, flood, life, motorcycle, and recreational vehicle policies


• Utilize agency management systems and carrier portals to maintain accurate policy records and process transactions efficiently


• Build and maintain strong client relationships to support long term retention and customer satisfaction


• Work within a fast-paced, high volume environment while balancing multiple client requests and deadlines


• Contribute to a fully digital, paperless workflow through accurate documentation and effective use of technology

Qualifications & Requirements

• Active North Carolina Property & Casualty Insurance License required


• Minimum of 4 years of personal lines insurance experience in an agency or insurance carrier environment


• Strong knowledge of personal lines insurance products, coverages, policy servicing, and renewals


• Excellent customer service, communication, and relationship-building skills


• Comfortable managing a high-volume workload while maintaining attention to detail and accuracy


• Tech-savvy with the ability to work efficiently in a fully paperless and technology-driven environment


• Strong organizational and time management skills with the ability to prioritize competing responsibilities


• Professional demeanor and ability to work effectively with clients, carriers, and internal team members


• Experience with Applied Systems (Epic or TAM) is highly preferred


• Independent agency experience, bilingual Spanish skills, and familiarity with regional carrier markets are considered strong advantages


• Demonstrated employment stability and a desire to grow long-term with an organization are highly valued