Licensed Personal Lines Insurance Account Manager

Full-Time | In Office | Raleigh, North Carolina 

Hometown Recruiting is assisting a Raleigh-area insurance agency seeking an experienced, licensed Personal Lines Insurance Account Manager who enjoys building relationships, solving problems, and helping clients make confident decisions about their coverage.

This opportunity is designed for an insurance professional who wants to do more than process policy changes and answer questions. You will become a trusted resource to clients, manage an established book of business, identify additional coverage needs, and help strengthen client retention through responsive, personalized service.

The right candidate will bring at least three years of insurance experience, an active North Carolina Property and Casualty license, and the ability to balance client service, account management, renewals, and sales responsibilities.

The Impact You’ll Make

Insurance decisions can feel complicated and personal. Clients need someone who will listen carefully, explain their options clearly, and respond when their circumstances change.

As a Personal Lines Insurance Account Manager, you will help clients understand their coverage, prepare for renewals, and identify potential gaps before they become larger concerns. Your work will also support the agency’s continued growth by strengthening client relationships, improving retention, and recognizing opportunities to provide additional protection.

Success in this position means clients feel known, informed, and supported—not treated like a policy number.

What You’ll Do

Client Relationship Management

• Manage and maintain an established portfolio of personal lines accounts

• Build trusted, long-term relationships with clients

• Learn about each client’s circumstances, priorities, and coverage needs

• Respond promptly and professionally to client questions and service requests

• Explain coverage options, policy changes, premiums, and next steps in clear language

• Resolve concerns and follow through until the client receives an appropriate answer

• Maintain consistent communication throughout the policy lifecycle

• Create a service experience that encourages client loyalty, retention, and referrals

Renewals and Policy Service

• Review upcoming renewals and identify changes that may affect a client’s coverage or premium

• Remarket policies when appropriate to identify suitable coverage options

• Prepare and present renewal quotes

• Process endorsements, policy changes, cancellations, and other service requests

• Accept and accurately document client payments

• Request and organize information needed by insurance carriers

• Monitor outstanding items and follow up before deadlines

• Maintain accurate and complete client and policy records

• Help clients understand changes in coverage, pricing, or carrier requirements

New Business and Account Growth

• Prepare quotes for new personal lines business

• Assist with selected small commercial accounts based on experience and agency needs

• Identify opportunities to cross-sell additional insurance products

• Recommend coverage based on the client’s circumstances rather than taking a one-size-fits-all approach

• Follow up on quotes and prospective client inquiries

• Support client retention by addressing concerns before they result in lost business

• Contribute to agency sales and growth goals

• Negotiate with carriers when appropriate to help secure favorable coverage terms

Agency and Team Support

• Collaborate with agency leadership and coworkers to meet client-service and sales goals

• Assist with carrier audits, reports, and account documentation

• Communicate important client and policy updates to the appropriate team members

• Help maintain organized, accurate, and compliant records

• Share information that may improve client service or internal processes

• Support additional account-management responsibilities as agency needs evolve

What Will Help You Succeed

Required Experience and Qualifications

• Active North Carolina Property and Casualty insurance license

• At least three years of insurance experience

• Experience managing personal lines accounts

• Experience preparing quotes, processing policy changes, and handling renewals

• Strong understanding of personal insurance products and coverage

• Ability to identify client needs and recommend appropriate solutions

• Proven client-service and relationship-management skills

• Experience supporting sales, retention, or account-growth goals

• Strong verbal and written communication skills

• Careful attention to detail and accurate recordkeeping

• Ability to organize multiple accounts, requests, and deadlines

• Professional judgment when working with confidential client information

• Ability to work onsite in Raleigh, North Carolina

Preferred Experience

• Experience supporting small commercial accounts

• Background in insurance sales, account development, or outside sales

• Experience remarketing renewals and comparing carrier options

• Ability to analyze market information and carrier trends

• Strong negotiation skills

• Multilingual communication abilities

You May Be a Strong Fit If You…

• Enjoy developing long-term client relationships

• Ask thoughtful questions before recommending coverage

• Can explain insurance information without overwhelming the client

• Follow through on commitments and keep clients informed

• Recognize opportunities to provide additional protection without using a high-pressure sales approach

• Stay organized when managing multiple renewals, quotes, and service requests

• Take ownership of client concerns and work toward practical solutions

• Balance sales goals with honest, client-centered guidance

• Value accountability, teamwork, responsiveness, and professional integrity

• Prefer an in-office environment where team members can collaborate directly

What Makes This Opportunity Different

This role brings together relationship management, insurance expertise, client advocacy, and business growth.

You will have the opportunity to know your clients, understand what matters to them, and become the person they trust when questions or changes arise. Your value will be measured through the quality of your service, the relationships you strengthen, and the confidence clients have in their coverage.

You will also work alongside an agency team that understands strong retention begins with consistent communication and genuine client care.

Compensation and Benefits

• Compensation: $54,000–$66,000 annually

• Employment type: Full-time, permanent

• Work arrangement: In office

• Location: Raleigh, North Carolina

• Benefits: Health insurance, paid time off, and 401(k) matching

Additional details regarding compensation and benefits will be discussed with qualified candidates during the hiring process.

Ready to Explore the Opportunity?

Your résumé can show your license and years of experience, but it does not tell the complete story of how you build trust, solve client problems, or help people understand their insurance options.

Hometown Recruiting wants to learn about your experience, approach to client service, professional priorities, and what you hope to find in your next opportunity.

If you are a licensed insurance professional who combines attentive client service with account-management and sales experience, we encourage you to apply.

Apply today and introduce yourself to Hometown Recruiting. All inquiries will be handled confidentially, and there is never a fee for candidates.