Insurance Account Representative

Bilingual Account Manager – Personal Lines (Insurance)

Charlotte, NC | Hybrid | Direct Hire

LHH is seeking a Bilingual Account Manager (Personal Lines) for a well‑established, independent insurance brokerage in Charlotte, NC. This direct‑hire role is ideal for a licensed insurance professional with experience supporting personal lines clients in a high‑volume service environment.

This opportunity supports a Spanish‑speaking client population that relies heavily on live phone communication and policy education, making strong communication skills and insurance knowledge essential.

Position Overview

• Employment Type: Direct Hire
• Work Model: Hybrid (onsite rotation required)
• Schedule: Monday–Friday, 8:30 AM–4:30 PM

Key Responsibilities

• Handle 25-30 inbound calls daily in Spanish and English from personal lines clients
• Explain policy details, carrier notices, cancellations, rewrites, endorsements, and coverage changes verbally
• Process policy transactions accurately across multiple insurance carriers
• Manage inbound email requests and follow‑up activities
• Perform outbound outreach to clients as needed for servicing and retention
• Maintain complete and compliant documentation within an agency management system
• Operate in a regulated, compliance‑driven environment tied to financial services

Work mix is approximately 70% inbound / 30% outbound servicing.

Required Qualifications

• Active Property & Casualty (P&C) license (must be licensed on day one)
• Fluency in Spanish and English (must explain insurance concepts verbally)
• Personal Lines insurance experience
• Prior work with multiple insurance carriers
• Comfort in a high‑call‑volume phone environment
• Strong attention to detail and documentation accuracy
• Ability to navigate carrier portals and agency systems

Preferred Experience

• Independent insurance agency background
• Experience with Applied Epic, AMS360, or similar agency management systems
• Insurance designations (ACSR, CISR, etc.)

Compensation & Benefits

• Base salary plus incentive compensation
• Non‑guaranteed profit‑sharing bonus
• Medical, dental, and vision coverage
• 401(k) with employer match
• Paid time off, holidays, and sick leave
• Tuition reimbursement and continuing education support
• Paid parental leave and wellness programs

Additional Details

• Business‑casual work environment
• Onsite workspace provided
• Criminal background check required

This role requires prior insurance experience and active licensure. Entry‑level or license‑in‑progress candidates will not be considered at this time.