Insurance Account Manager

Trey Siner Insurance, (an IIGNC Insurance company), is an award-winning, privately owned independent insurance agency proudly rooted in North Carolina and built on a reputation for excellence, integrity, and personal service. We are currently seeking a full-time Personal Lines Account Manager to join our team.

At Trey Siner Insurance, we are a growth-minded agency; always evolving, learning, and looking for ways to better serve our clients and support one another. We believe in building lasting relationships, not just managing policies. As a key member of our service team, you will be empowered to deliver an exceptional client experience while having the support and tools to grow professionally.

You will thrive in this role if you are:

Client-Centric You take the time to understand client needs and deliver personalized, proactive service that builds trust and loyalty.

Detail-Oriented & Organized You excel at managing the details and ensuring accuracy in everything you do, from policy changes to client communication.

Team-Focused You value collaboration, share knowledge, and contribute to a positive, supportive team culture.

Self-Motivated You manage your time well, take initiative, and are always looking for ways to improve processes and client outcomes.

Tech-Comfortable You are comfortable working across multiple digital platforms and embrace technology as a tool to improve efficiency and service.

If you're looking for more than just a job and want to be part of a forward-thinking agency that values relationships, service, and professional growth, we'd love to hear from you.

Salary Range: $50000.00 - $60000.00 per year

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Retirement Plan

Career Growth Opportunities

Dental/Vision (after 90 days)

Professional Work Environment

Mon-Fri Schedule

Major holidays off (paid)

Evenings Off

Responsibilities

• Manage all aspects of day-to-day servicing for existing personal lines accounts (homeowners, auto, renters, umbrella, etc.), including timely processing of policy changes, renewals, cancellations, reinstatements, and documentation. Ensure each interaction and transaction is handled with a high level of accuracy, attention to detail, and commitment to client satisfaction.
• Respond promptly and professionally to client inquiries via phone, email, or in person, providing clear, informed guidance regarding personal lines insurance matters such as billing questions, claims support, policy coverage explanations, and endorsement requests.
• Conduct regular, proactive policy reviews to identify coverage gaps or opportunities for improvement. Educate clients on their options and make tailored recommendations to ensure their policies reflect their evolving needs and lifestyle changes.
• Identify and document cross-sell opportunities (such as umbrella, life, or inland marine coverage) and collaborate with the sales team to provide warm leads. Support retention by building lasting client relationships based on trust, accuracy, and responsiveness.
• Work closely with fellow account managers, producers, and leadership to ensure consistency in service standards. Participate in team meetings, training sessions, and contribute to process improvement initiatives.
• Maintain meticulous records of all client interactions and policy activity within the agency management system. Ensure all documentation is complete, accurate, and compliant with agency protocols and carrier requirements.
• Comfortably navigate and utilize various technology platforms, including Microsoft Outlook and Teams, agency management systems, multiple carrier portals, and e-signature platforms. Embrace new technology and tools that enhance efficiency and client experience.

Must already possess a current NC Property & Casualty Insurance license.

At least 1 year of personal lines insurance experience.

Have a genuine willingness to learn, be intuitive, resourceful, and be coachable.

Possess an upbeat, positive and enthusiastic attitude.

Excellent Communication/interpersonal skills.

Must have ability to problem solve.