Personal Lines Account Manager
1 week ago
The 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 5:00pm
In-office position with potential for occasional travel to other nearby office locations
Team-oriented and client-focused environment
Primary 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.
Knowledge/Skills/Abilities:
- Exceptional interpersonal and communication skills (verbal and written)
- Strong analytical, organizational, and multitasking abilities
- Proficiency with Microsoft Office Suite and agency management systems
- Deep knowledge of various insurance products and policies
- High level of discretion, professionalism, and integrity
- Customer-first mindset with a passion for delivering personalized service
- Proactive, solution-oriented, and self-motivated
- Strong emotional intelligence and conflict resolution skills
- Ability to work independently and as part of a team
- Ensure compliance with agency procedures and insurance regulations.
- Bachelor's Degree preferred
- Active North Carolina Property & Casualty license required
- 3+ years of experience in a Personal Lines Insurance Account Management or CSR role
- Designations such as CISR, CIC, or CRM are a plus
- Annual Base Salary + Bonus Opportunities
- Group 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 Insurance
- Paid 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 holiday
- Group Long-Term Disability Insurance: 100% company-paid for employee
- (eligibility begins the 1st of the month after 12 months)
- Weekly pay
- Workers' Compensation
- Career growth opportunities
- Work-life balance
- Ongoing training seminars
- Team meetings and hands-on training
- Bereavement leave
- Jury duty leave
-
Personal Lines Insurance Account Manager
2 weeks ago
Winston-Salem, NC, United States Mountcastle Insurance Full timePersonal Lines Insurance Account Manager Join to apply for the Personal Lines Insurance Account Manager role at Mountcastle Insurance Base pay range $45,000.00/yr - $75,000.00/yr Hybrid | Winston-Salem, NC | Full-Time Join a team with deep roots and strong values. Mountcastle Insurance, a trusted name in North Carolina since 1890, is seeking an Account...
-
Personal Lines Insurance Account Manager
2 weeks ago
Winston-Salem, NC, United States Mountcastle Insurance Full timeHybrid | Winston-Salem, NC | Full-Time Join a team with deep roots and strong values. Mountcastle Insurance, a trusted name in North Carolina since 1890, is seeking an Account Manager to help us continue delivering top-tier service to our insurance clients. If you're relationship-focused, detail-oriented, and ready to grow your insurance career, we’d...
-
Personal Lines Insurance Account Manager
4 days ago
Winston-Salem, NC, United States Mountcastle Insurance Full timeHybrid | Winston-Salem, NC | Full-Time Join a team with deep roots and strong values. Mountcastle Insurance, a trusted name in North Carolina since 1890, is seeking an Account Manager to help us continue delivering top-tier service to our insurance clients. If you're relationship-focused, detail-oriented, and ready to grow your insurance career, we’d...
-
Commercial Lines Producer
4 days ago
Winston-Salem, NC, United States Mountcastle Insurance Full timeTitle: Commercial Lines Producer Reports to: Chief Operating Officer Supervisory Role: No Mountcastle Insurance is a privately owned, independent insurance agency with offices in Lexington, Mount Airy, and Winston-Salem, NC. Mountcastle has provided insurance services in the Triad since 1890 serving commercial, group benefits, and personal lines...
-
Customer Account Manager
1 week ago
Winston-Salem, NC, United States Nationwide Marketing Group Full timeJoin to apply for the Customer Account Manager role at Nationwide Marketing Group Nationwide Marketing Group provided pay range This range is provided by Nationwide Marketing Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $42,000.00/yr - $52,000.00/yr About Us Nationwide Marketing...
-
Customer Account Manager
2 weeks ago
Winston-Salem, NC, United States Nationwide Marketing Group Full timeJoin to apply for the Customer Account Manager role at Nationwide Marketing Group Nationwide Marketing Group provided pay range This range is provided by Nationwide Marketing Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $42,000.00/yr - $52,000.00/yr About Us Nationwide Marketing...
-
Customer Account Manager
2 weeks ago
Winston-Salem, NC, United States Nationwide Marketing Group Full timeJoin to apply for the Customer Account Manager role at Nationwide Marketing Group Nationwide Marketing Group provided pay range This range is provided by Nationwide Marketing Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $42,000.00/yr - $52,000.00/yr About Us Nationwide Marketing...
-
Customer Account Manager
2 weeks ago
Winston-Salem, NC, United States Nationwide Marketing Group Full timeJoin to apply for the Customer Account Manager role at Nationwide Marketing Group Nationwide Marketing Group provided pay range This range is provided by Nationwide Marketing Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $42,000.00/yr - $52,000.00/yr About Us Nationwide Marketing...
-
Customer Account Manager
2 weeks ago
Winston-Salem, NC, United States Nationwide Marketing Group Full timeJoin to apply for the Customer Account Manager role at Nationwide Marketing Group Nationwide Marketing Group provided pay range This range is provided by Nationwide Marketing Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $42,000.00/yr - $52,000.00/yr About Us Nationwide Marketing...
-
Customer Account Manager
2 weeks ago
Winston-Salem, NC, United States Nationwide Marketing Group Full timeJoin to apply for the Customer Account Manager role at Nationwide Marketing Group Nationwide Marketing Group provided pay range This range is provided by Nationwide Marketing Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $42,000.00/yr - $52,000.00/yr About Us Nationwide Marketing...
