Account Manager
Posted
Description
ACCOUNT MANAGER - PARTNERS INSURANCE GROUP
BASED IN MOREHEAD CITY, NC - Salary based on qualifications
SUMMARY:
The Insurance Account Manager is responsible for delivering responsive, accurate, and relationship-driven service to Partners Insurance Group clients. This position manages a designated book of business and supports the agency’s producers by servicing commercial and personal insurance accounts from policy issuance through renewal. The Account Manager acts as a trusted client resource, works closely with insurance carriers and underwriting partners, and helps ensure that coverage requests, policy changes, renewals, and client communications are handled promptly and professionally
REQUIREMENTS:
- Active North Carolina Property & Casualty insurance license required, or the ability to obtain and maintain the license within the timeframe established by Partners Insurance Group.
- Two or more years of insurance account-management, customer-service, underwriting, or related insurance experience preferred; commercial-lines experience strongly preferred.
- Working knowledge of commercial and/or personal insurance coverages, policy forms, endorsements, certificates, applications, renewal processes, and carrier underwriting practices.
- Exceptional written and verbal communication skills, with the ability to explain insurance information clearly, professionally, and accurately.
- Strong customer-service orientation and the ability to build productive, long-term relationships with clients, carriers, and colleagues.
- Excellent organization, time-management, prioritization, and follow-through skills; ability to manage multiple accounts, deadlines, and service requests in a fast-paced environment.
- High degree of accuracy, attention to detail, sound judgment, and problem-solving ability.
- Proficiency with Microsoft 365 applications, including Outlook, Word, Excel, and Teams; familiarity with agency management systems, carrier portals, and comparative-rating tools preferred.
- Ability to work independently while collaborating effectively with producers, agency leadership, and team members.
- Maintain confidentiality beyond reproach and demonstrate integrity in all business dealings.
- High school diploma or equivalent required; associate’s or bachelor’s degree, insurance designations, or equivalent industry experience preferred.
- Ability and willingness to complete required continuing education and carrier/agency traininG.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Maintain a courteous, professional, and client-focused demeanor in all interactions with clients, prospects, carriers, vendors, and colleagues.
- Service an assigned book of commercial and/or personal insurance accounts, including new business, endorsements, certificates, evidence of insurance, cancellations, audits, billing inquiries, claims reporting, and renewal activity.
- Develop a working understanding of each client’s operations, exposures, coverage needs, and service preferences in order to provide timely, informed assistance.
- Prepare applications, supplemental forms, renewal submissions, exposure schedules, proposals, binders, certificates, and other insurance-related documents accurately and on time.
- Market new and renewal business to insurance carriers and wholesale partners as directed; follow up on submissions, review quotations, and communicate options to the producer and client.
- Review policies, endorsements, audits, invoices, and carrier correspondence for accuracy; identify discrepancies and coordinate corrections when needed.
- Coordinate and support the renewal process by gathering updated underwriting information, preparing renewal submissions, tracking timelines, reviewing renewal terms, and communicating with clients and producers.
- Respond to client phone calls, emails, and service requests promptly; document activity and maintain complete, organized electronic account files in the agency management system.
- Partner with producers to identify cross-selling opportunities, coverage gaps, account rounding opportunities, and emerging client needs.
- Provide clients with certificates of insurance, evidence of coverage, and other documentation in accordance with agency procedures and carrier requirements.
- Assist clients with reporting claims and provide claim-status support as appropriate, while maintaining accurate documentation of communications.
- Maintain current knowledge of carrier products, underwriting guidelines, policy forms, rating tools, and applicable insurance regulations.
- Use the agency management system, carrier portals, rating platforms, Microsoft 365, and other agency tools efficiently and in accordance with established workflows.
- Protect confidential client, carrier, and agency information and comply with all agency policies, procedures, licensing requirements, and applicable laws and regulations.
- Participate in agency meetings, carrier training, continuing education, and professional development activities.
- Perform other duties as assigned by management.
ADA REQUIREMENTS:
- Ability to communicate effectively by telephone, video conference, email, and in person with internal and external clients.
- Ability to use a desktop computer, keyboard, mouse, telephone, scanner, copier, and other standard office equipment to perform job functions.
- Ability to sit or stand for extended periods and perform repetitive motions associated with computer and office work.
- Ability to read, write, hear, and speak clearly in order to perform essential job functions.
- Ability to occasionally stoop, bend, walk, and lift or move office materials weighing up to 25 pounds.
- Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this position.