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, 8:30 AM to 5:00 PM

In-office position with potential for occasional travel to other nearby office locations

Team-oriented and client-focused environment

Annual Base Salary Based on Experience

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

Monday through Friday schedule

Work-life balance

Ongoing training seminars

Team meetings and hands-on training

Bereavement leave

Jury duty leave

/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.

Supervisory Responsibilities: No

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.

Education & Experience

• 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