Personal Lines Account Manager
Our client is a family owned insurance agency located in Indian Trail, North Carolina (just outside of Charlotte, NC). They serve families, individuals, businesses and nonprofits throughout both North Carolina and South Carolina. They have an in-house team of highly experienced insurance professionals who share a philosophy of providing superior service to their clients. The agency is a part of the Keystone Insurer’s Group of independent insurance agencies, which means they have access to a broad array of the nation’s premier insurance products and companies. They pride themselves on being able to provide all the advantages of a large national firm but with all the personal service and attention that only a local firm can offer.
Role Overview
This is a full-time, on-site Personal Lines Account Manager role. The ideal candidate will be responsible for managing client accounts and providing exceptional customer service. This role requires strong communication skills, as well as the ability to analyze client needs and work as a team alongside other insurance professionals. Your key responsibilities may include:
- Consistently perform service and sales administration tasks in a high volume, face paced environment.
- Deliver outstanding customer service via phone, email and in person by addressing inquiries and resolving issues promptly.
- Perform accurate data entry, quote and process policy changes, issue certificates of i
