Personal Lines Account Manager

Stone Hendricks Group

Personal Lines Account Manager providing support in an independent insurance agency. Ensuring high client retention and managing diverse responsibilities in property & casualty insurance.

Posted 5/8/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $45,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

Work with Agency Principal, Producers, and Team Members
Order policies and issue documentation, certificates, and binders as needed
Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
Bind coverage for new clients

Requirements

What you’ll need

P&C License required
Experience working for an independent insurance agency
Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
Minimum of 2 years of experience as a Personal Lines Account Manager
Must be able to multi-task and handle a heavy workload with minimal supervision
Effective communicator (verbal and written)
Working knowledge of Applied Systems Epic management system
Insurance designation (Preferred)
Experience with Microsoft Office and proficiency in Word and Excel
Excellent organizational skills with attention to detail

Benefits

Comp & perks

Competitive Pay
Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

P&C LicensePersonal Lines InsuranceQuotingMarketingAccount ManagementApplied Systems EpicMicrosoft OfficeWordExcel

Soft Skills

Customer ServiceCommunicationOrganizational SkillsAttention to DetailMulti-taskingRelationship Building

Certifications

Insurance Designation