Personal Lines Account ManagerThe Personal Lines Account Manager is responsible for managing and servicing a book of personal insurance clients. This role includes maintaining strong client relationships, handling renewals, processing endorsements, and ensuring all client needs are met accurately and efficiently. The Account Manager acts as a key point of contact between clients, carriers, and the agency.This is an in-office position and can be based out of any of our Alliance Insurance locations: Winston Salem, Clemmons, Mount Airy, Walnut Cove, or Pilot Mountain.
The Personal Lines Account Manager will work closely with a team of licensed professionals and collaborate with a wide range of carriers in the independent agency system.Work Environment:Monday through Friday, 8:30am to 5:00pmIn-office position with potential for occasional travel to other nearby office locationsTeam-oriented and client-focused environmentPrimary Duties:Manage and service a designated book of personal lines insurance accounts.Handle all policy transactions including new business, renewals, endorsements, cancellations, and claims support.Provide professional and prompt customer service via phone, email, or in-person.Market and remarket accounts as necessary to ensure proper coverage and competitive pricing.Review insurance policies to ensure accuracy and adequacy of coverage.Cross-sell additional lines of coverage when appropriate.Stay current on carrier underwriting guidelines, products, and industry trends.Supervisory Responsibilities: NoKnowledge/Skills/Abilities:Exceptional interpersonal and communication skills (verbal and written)Strong analytical, organizational, and multitasking abilitiesProficiency with Microsoft Office Suite and agency management systemsDeep knowledge of various insurance products and policiesHigh level of discretion, professionalism, and integrityCustomer-first mindset with a passion for delivering personalized serviceProactive, solution-oriented, and self-motivatedStrong emotional intelligence and conflict resolution skillsAbility to work independently and as part of a teamEnsure compliance with agency procedures and insurance regulations.Education & Experience:Bachelor's Degree preferredActive North Carolina Property & Casualty license required3+ years of experience in a Personal Lines Insurance Account Management or CSR roleDesignations such as CISR, CIC, or CRM are a plusBenefits:Annual Base Salary + Bonus OpportunitiesGroup Health Insurance: 100% company-paid for employee (eligibility begins the 1st of the month after 90 days)401(k) plan with 3% safe harbor match (eligibility begins the 1st of the month after 12 months)Dental and Vision InsurancePaid Time Off (PTO)Company-paid holidays: New Years Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day after Thanksgiving, Christmas Eve, Christmas Day, and one floating holidayGroup Long-Term Disability Insurance: 100% company-paid for employee (eligibility begins the 1st of the month after 12 months)Weekly payWorkers' CompensationCareer growth opportunitiesWork-life balanceOngoing training seminarsTeam meetings and hands-on trainingBereavement leaveJury duty leave