Account Manager
Indexed description
We’re growing and looking for an Insurance Account Manager to join our Eastern NC team. If you enjoy building relationships, solving problems, and being a trusted advisor to clients, this is an opportunity to grow your career with a company that values your expertise.
Why You’ll Love This Role
As an Account Manager, you’ll be the go-to resource for your clients. You’ll build strong relationships, guide them through coverage decisions, and ensure they feel supported at every stage. This role combines customer service, technical knowledge, and problem-solving to deliver a high-quality client experience.
What You’ll Do
You will play a key role in managing client relationships and delivering exceptional service:
- Provide day-to-day service to clients by updating policies, answering questions, processing payments, and delivering documentation
- Respond to client calls and correspondence related to new and existing policies, including claims support during business and after hours as needed
- Partner with producers or work directly with clients to understand coverage needs, gather information, research options, and present solutions
- Prepare quotes, bind new coverage, cancel existing policies, and negotiate with carriers when appropriate
- Schedule and participate in client reviews to evaluate coverage, identify exposures, and recommend solutions to better protect their business or personal assets
- Process renewals, remarket policies when needed, and help round out accounts with additional coverage opportunities
- Resolve service issues by identifying concerns, determining root causes, and implementing effective solutions with follow-up
- Review policies and audits for accuracy and coordinate corrections between clients and carriers
- Maintain detailed and accurate records in the agency management system
- Collaborate with team members, share knowledge, and provide support and mentorship when needed
- Active North Carolina Property & Casualty or Life & Health license
- Minimum of two years of insurance service experience or comparable education and experience
- Strong knowledge of insurance products, coverages, underwriting, and agency procedures
- Excellent customer service skills with a professional and approachable communication style
- Strong written and verbal communication skills, along with solid math and reading comprehension
- High attention to detail with strong organization, multitasking, and follow-up skills
- Ability to manage complex situations, solve problems independently, and stay calm under pressure
- Strong time management skills and a high level of personal accountability
- Comfortable using agency management systems, rating tools, and carrier websites
Benefits & Perks
- Work-life balance
- 401(k) with company match
- Health, Dental and Vision Insurance
- Nurse Concierge
- Telehealth and In-Home Urgent Care
- PTO
- Wellness Resources
- Free food, snacks, and beverages
- Ongoing training and professional development
- A collaborative, team-oriented culture with opportunities for career advancement
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