Personal Lines Account Manager

1 month ago

Charlotte, United States Main Street Insurance Group Full time

About Us


With roots that date back to 1898, Main Street Insurance Group has been in business for over 125 years. During that time, we’ve grown through partnerships with exceptional individuals and insurance agencies based in Charlotte, Forest City, Tryon, and Fletcher, NC; as well as Augusta, GA. Together, we form one of the nation’s largest independent agencies, serving the Southeastern United States with a wide array of customized insurance solutions, including Business Insurance, Home Insurance, Auto Insurance, Employee Benefits and Equine Insurance. We work closely with clients, providing honest advice to help them make important and informed decisions that protect their lives and businesses from the unexpected. Because we’re independent, our priority is you—not an insurance brand. That’s why we represent many leading insurance companies with a wide variety of coverage options and price points. This allows us to deliver the right blend of price, plans and services for each client.


Personal Lines Account Manager


Position Overview


The Personal Lines Account Manager is responsible for all day-to-day maintenance and service of assigned Personal Lines accounts. This position works closely with the production team in managing new and existing client accounts and relationships, while maintaining a high level of client service and satisfaction. The Account Manager is responsible for achieving agency account retention goals by providing extraordinary client service, achieving agency growth goals through proactive account rounding and cross-selling, and marketing and placement of renewal accounts as appropriate.


Responsibilities:


  • Supports production efforts by servicing accounts once bound.
  • Supports agency sales philosophy by seeking referrals from existing clients, rounding out existing accounts, and cross-selling to other departments.
  • Analyzes client needs, coverage forms, policies, and proposals to identify loss exposure and recommend appropriate coverage solutions.
  • Prepares summaries of insurance, schedules, and proposals as needed.
  • Processes incoming mail, e-mail, faxes, phone calls and office visits, responding promptly and professionally.
  • Maintains client files within Agency Management System to ensure proper documentation by processing all policies, changes, invoices, proofs of insurance, as well as other service needs, attachments, and activities, in accordance with agency standards and procedures.
  • Follows up on service requests to confirm processed accurately by carrier/vendor.
  • Assists clients with billing questions or concerns and works to bring a resolution to any issues.
  • Reviews coverage and provides information to client inquiries.
  • Assists clients with claims, including submitting first notice of loss, facilitating prompt response from carrier, and following up on claim status in accordance with agency standards and procedures.
  • Performs renewal review and risk exposure analysis to secure proper coverage, incorporating information obtained from client.
  • Maintains control of pre-expiration reports, binders, and aged receivables in accordance with agency guidelines.
  • Determines reasons for cancellation requests; acts to save accounts.
  • Participate in continuing education courses for insurance/service/sales skills.
  • Maintain current knowledge of underwriting requirements of carriers.
  • Keep current with industry trends by reading appropriate journals and company bulletins.
  • Participate in special projects at management’s request.
  • Other duties as assigned.


Qualifications:


  • High school graduate; Four-year college degree highly desirable (or comparable work experience)
  • North Carolina Property & Casualty License
  • Extensive knowledge of relevant insurance coverage and markets, including sophisticated and less common products represented through MSIG
  • Thorough knowledge of brokerage operations including claims handling, procedures, rating, agency management systems and applicable insurance laws
  • Familiarity with risk assessment and risk management techniques
  • Proficient with technology and comfortable operating within a paperless environment; excellent automation skills, including Microsoft Windows, Outlook, Word, Excel, Agency Management System (Applied Epic strongly preferred), carrier proprietary systems, and softphone systems
  • Ability to carry out complex tasks with many concrete and abstract variables
  • Sets priorities and manages workflow to ensure efficient, timely, and accurate completion of tasks within a high pressured, fast-paced environment with significant disruptions
  • Excellent time management, strong organizational skills, and attention to detail
  • Interacts with others effectively by utilizing excellent communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the agency
  • A high degree of self-motivation and self-direction
  • Maintains a professional and effective relationship with clients, coworkers, carriers, vendors, and other business contacts
  • Understands the core virtues of teamwork and works wells well within a team environment


Hours: Monday-Friday, 8:00am-5:00pm (Hybrid Work Schedule)


Office Location: 1523 Elizabeth Avenue, Suite 300, Charlotte, NC 28204


Benefits:


  • Competitive compensation and quarterly bonuses based upon retention
  • Health, Dental and Vision insurance
  • Health Reimbursement Account
  • Flexible Spending Account
  • Life Insurance
  • PTO and Paid Holidays
  • Short-term and Long-term disability
  • Continuing education/certification support
  • Employee Assistance Program
  • 401(k) retirement plan
  • Profit sharing plan


No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

  • Personal Lines Account Manager

    4 weeks ago

    Charlotte, United States The Varco Group Full time

    Job DescriptionJob DescriptionPERSONAL LINES ACCOUNT MANAGERPosition Description: We currently have a remote full-time personal lines insurance account manager position available. Must be knowledgeable on all aspects of coverage and service needs for assigned accounts. Prompt, efficient, and professional client communications are vital in this role. Obtain...

  • Personal Lines Account Manager

    1 month ago

    Charlotte, United States Main Street Insurance Group Full time

    Job DescriptionJob DescriptionAbout UsWith roots that date back to 1898, Main Street Insurance Group has been in business for over 125 years. During that time, we’ve grown through partnerships with exceptional individuals and insurance agencies based in Charlotte, Forest City, Tryon, and Fletcher, NC; as well as Augusta, GA. Together, we form one of the...

  • Personal Lines Account Manager

    1 week ago

    Charlotte, United States Main Street Insurance Group Full time

    About UsWith roots that date back to 1898, Main Street Insurance Group has been in business for over 125 years. During that time, we’ve grown through partnerships with exceptional individuals and insurance agencies based in Charlotte, Forest City, Tryon, and Fletcher, NC; as well as Augusta, GA. Together, we form one of the nation’s largest independent...

  • Personal Lines Producer

    3 weeks ago

    Charlotte, United States Allen Tate Insurance Services, LLC Full time

    Job DescriptionJob DescriptionJob DescriptionThe Personal Lines Producer at Allen Tate Insurance Services, LLC is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.Responsibilities:Identify, qualify, and develop personal insurance opportunities with...

  • Commercial Lines Account Manager | Client Manager

    1 month ago

    Charlotte, United States APR Full time

    Job DescriptionJob DescriptionInsurance Job : Commercial Lines Account Manager | Commercial Lines Account Executive | Commercial Client ManagerSalary: $70-90K Location: Charlotte, North CarolinaOur Charlotte, NC based insurance firm is seeking an experienced commercial lines account manager or account executive to service a book of commercial lines...

  • Senior Account Manager

    5 days ago

    Charlotte, United States USI Insurance Services, Inc. Full time

    Manage 20 to 30 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives Account Manager, Commercial, Manager, Senior, Brokerage, Insurance, Accounting

  • Commercial Lines Account Manager | Remote Days

    1 month ago

    Charlotte, United States APR Full time

    Job DescriptionJob DescriptionJob Title: Commercial Lines Account Manager | Client Service Manager | CSRSalary: $70k- $80k base salaryLocation: Charlotte, NC | Remote DaysJob Overview:The Commercial Lines Account Manager serves a critical role in our organization, managing a diverse portfolio of commercial insurance accounts. This individual is the primary...

  • Commercial Lines Account Manager North Carolina

    3 weeks ago

    Charlotte, United States Criterion Executive Search Full time

    Job DescriptionJob DescriptionVery nice opportunity in the Charlotte area with a well-respected nationwide broker for a Senior Account Manager with 3-5+ years of commercial lines experience in a brokerage environment. You will be responsible for managing a diverse group of clients in the middle market space, assist with renewal marketing, develop strong...

  • Transmission Line Physical Engineering Manager

    2 weeks ago

    Charlotte, United States Latitude, Inc. Full time

    Job DescriptionJob DescriptionT&L Engineering Manager Provide Leadership and Management with engineering and technical support to Transmission Lines professionals comprised of Transmission Lines physical engineers, designers, and drafters for the purpose of delivering safe, cost-effective, and quality engineering and design services. Incumbents will manage...

  • Technical Accounting Manager

    21 hours ago

    Charlotte, United States Duke Energy Full time

    Accounting research for transactions where Duke Energy has less, if any, historic experience or requires more judgment, including researching accounting for new lines of business or new business strategies. Position requires providing input to operat Accounting, Accounting Manager, Research, Corporate, Manager, Technical

  • Marketing Account Manager

    1 week ago

    Charlotte, United States Eliassen Group Full time

    **Hybrid - 2 to 3 days in office in either Charlotte, NC or Raleigh, NC.**Our utilities client is looking for a Marketing Account Manager to join their team.Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k...

  • Marketing Account Manager

    1 week ago

    Charlotte, United States Eliassen Group Full time

    **Hybrid - 2 to 3 days in office in either Charlotte, NC or Raleigh, NC.**Our utilities client is looking for a Marketing Account Manager to join their team.Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k...

  • Line cooks

    4 weeks ago

    Charlotte, United States Mimosa Grill Full time

    Mimosa Grill is looking for Line cooks who want to learn seasonal fun menus building the savory skills in a great learning evironment. We offer weekly pay, great benefits flexible schedule no late nights! $15-17 an hour! Since 1987 the Burke Hospitality Group has:Always paid everyone more than minimum wageAlways offered associates a 401k Plan and currently...

  • Line cooks

    4 weeks ago

    Charlotte, United States Mimosa Grill Full time

    Mimosa Grill is looking for Line cooks who want to learn seasonal fun menus building the savory skills in a great learning evironment. We offer weekly pay, great benefits flexible schedule no late nights! $15-17 an hour!Since 1987 the Burke Hospitality Group has:Always paid everyone more than minimum wageAlways offered associates a 401k Plan and currently...

  • Associate National Account Manager

    3 weeks ago

    Charlotte, United States Husqvarna Group Full time

    The Associate National Account Manager will profitably manage the sales activities of strategic retail accounts at Husqvarna Group. Assist in achieving product placement, yearly sales targets, margins and on-line activities. Collaborate and work with the buyers to implement programs, promotions, and new products. Establish a rapport and relationship with key...

  • National Account Manager Lowes Cooking

    3 weeks ago

    Charlotte, United States Electrolux Group Full time

    **National Account Manager Lowes Cooking** **National Account Manager Lowes Cooking** **Sales** **Full Time** **Charlotte, Nc** **2022-04-13** **A REGULAR DAY AT WORK (ESSENTIAL DUTIES):** For us going to work every day has an even greater purpose than putting the latest product or technology on the market. Its about improving the everyday lives of...

  • Associate National Account Manager

    2 days ago

    Charlotte, United States Husqvarna Group Full time

    The Associate National Account Manager will profitably manage the sales activities of strategic retail accounts at Husqvarna Group. Assist in achieving product placement, yearly sales targets, margins and on-line activities. Collaborate and work with the buyers to implement programs, promotions, and new products. Establish a rapport and relationship with key...

  • Accounting Manager

    3 days ago

    Charlotte, United States Robert Half Full time

    Job Title: Accounting ManagerLocation: Charlotte, NC - Lower South End (100% on-site)Company Overview: Join a dynamic team in the food and beverage manufacturing industry, serving primarily municipalities. Our Charlotte office has 7-8 employees, with a total of 20 across the US. The company generates $12-14M in annual revenue.Position Summary: We are seeking...

  • Accounting Manager

    2 days ago

    Charlotte, United States Robert Half Full time

    Job Title: Accounting ManagerLocation: Charlotte, NC - Lower South End (100% on-site)Company Overview: Join a dynamic team in the food and beverage manufacturing industry, serving primarily municipalities. Our Charlotte office has 7-8 employees, with a total of 20 across the US. The company generates $12-14M in annual revenue.Position Summary: We are seeking...

  • Accounting Manager

    2 days ago

    Charlotte, United States Robert Half Full time

    Job Title: Accounting ManagerLocation: Charlotte, NC - Lower South End (100% on-site)Company Overview: Join a dynamic team in the food and beverage manufacturing industry, serving primarily municipalities. Our Charlotte office has 7-8 employees, with a total of 20 across the US. The company generates $12-14M in annual revenue.Position Summary: We are seeking...