Account Manager

We are seeking a detail-oriented and customer-focused Account Manager to support and maintain strong relationships with our insurance clients. This role is responsible for servicing existing accounts assisting with new business placement managing renewals and ensuring exceptional customer experience through daily communication with clients carriers and internal team members.

The ideal candidate is organized proactive and comfortable handling multiple priorities in a fast-paced insurance environment.

• Serve as the primary contact for existing clients responding promptly to inquiries regarding policies coverage billing and documentation.

• Provide policy updates issue certificates and other documentation process payments and answer coverage-related questions.

• Handle customer calls emails and correspondence for both new and existing policies.

• Assist clients with claims reporting including after-hours claim support when required.

• Work directly with new clients or support producers in assessing insurance needs.

• Gather underwriting information research coverage options prepare quotes and present recommendations.

• Bind new coverage coordinate cancellation of prior policies and negotiate terms with carriers when needed.

• Assist in reviewing policies for renewal evaluating exposures liability limits replacement costs and additional coverage opportunities.

• Process renewals endorsements cancellations and account updates.

• Review policy documents and audits for accuracy and facilitate corrections between client and carrier.

• Maintain detailed and accurate records of all customer interactions within the agency management system.

• Address service or coverage concerns by identifying root causes and implementing effective solutions.

• Communicate clearly with clients regarding next steps and ensure timely follow-up until resolution is complete.

• Work closely with internal team members to ensure seamless service delivery.

• Provide support share knowledge and participate in team meetings and ongoing training initiatives.

• Mentor or assist colleagues when appropriate.

• Active North Carolina Property & Casualty (P&C) or Life & Health (L&H) license required.

• Minimum of two years of insurance service experience or equivalent combination of education and related experience.

• Strong working knowledge of insurance products underwriting guidelines rating procedures coverage analysis and industry practices.

• Agricultural background (personal or professional) preferred.

• Excellent verbal and written communication skills with a strong customer-service mindset.

• Strong mathematical and analytical skills to review premiums limits and coverage details.

• Highly organized with strong attention to detail and the ability to manage multiple priorities effectively.

• Ability to work independently solve complex problems and handle challenging customer situations professionally.

• Proficient with agency management systems carrier portals rating tools and general computer applications.

• Supportive and collaborative team environment

• Competitive compensation package

• 401(k) with company match

• Health Dental and Vision Insurance

• Nurse Concierge Program

• Telehealth and In-Home Urgent Care Services

• Paid Time Off (PTO)

• Wellness programs and resources

• Ongoing training and professional development opportunities

• Clear path for career growth and advancement

• Complimentary snacks and beverages