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, 8:30am to 5:00pm
In-office position with potential for occasional travel to other nearby office locations
Team-oriented and client-focused environment
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
Benefits:
- Annual Base Salary + Bonus Opportunities
- 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
- Work-life balance
- Ongoing training seminars
- Team meetings and hands-on training
- Bereavement leave
- Jury duty leave
Skills Required
- Active North Carolina Property and Casualty license
- 3+ years of experience in Personal Lines Insurance Account Management or a CSR role
- Bachelor's degree
- CISR, CIC, or CRM designation
What We Do
Alliance Insurance Services is a locally owned, independent insurance agency headquartered in Winston-Salem, North Carolina, with additional offices in Clemmons, Walnut Cove, Pilot Mountain, and Mount Airy. Founded by Christopher Cook and Adam Pardue in 2004, the agency offers personal and commercial insurance products—including auto, home, health, life, business, long-term care, and Medicare supplement coverage—and compares policies across more than twenty carriers to find clients the best coverage at the right price.
