Account Manager

About the 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.

Responsibilities

• 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

Requirements

• 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

• 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

Work-life balance