Personal Lines Insurance Account Manager
Mountcastle Insurance, Winston Salem, North Carolina, United States, 27104
Overview
Hybrid | Winston-Salem, NC | Full-Time
Mountcastle Insurance, a trusted name in North Carolina since 1890, is seeking an Account Manager to help us continue delivering top-tier service to our insurance clients. If you're relationship-focused, detail-oriented, and ready to grow your insurance career, we’d love to meet you. This role offers a competitive base salary with unlimited commission potential—your earning power is in your hands.
Responsibilities
Serve as the main point of contact for clients—handling policy updates, quotes, claims assistance, and renewals.
Educate and advise clients on coverage options that fit their needs and budgets.
Onboard new clients from start to finish: gather data, quote, bind, and handle cancellations or transitions.
Proactively review policies, recommend coverage changes, and round out accounts.
Resolve service issues quickly and professionally, ensuring client satisfaction at every step.
Maintain thorough records of all client interactions in our agency management system.
Qualifications
2+ years of experience in a customer service role, preferably in the insurance industry
Strong communication skills—friendly, clear, and confident
Organized, detail-focused, and able to juggle multiple tasks with ease
Prior Experience As a Licensed Insurance Professional Preferred
North Carolina Property & Casualty License
Perks & Benefits
Bonus opportunities
Generous commission plan
Hybrid work schedule
Paid holidays, vacation, and personal time
Health, Dental & Vision Insurance
401(k) with company match
Ongoing education & professional development
#J-18808-Ljbffr
Mountcastle Insurance, a trusted name in North Carolina since 1890, is seeking an Account Manager to help us continue delivering top-tier service to our insurance clients. If you're relationship-focused, detail-oriented, and ready to grow your insurance career, we’d love to meet you. This role offers a competitive base salary with unlimited commission potential—your earning power is in your hands.
Responsibilities
Serve as the main point of contact for clients—handling policy updates, quotes, claims assistance, and renewals.
Educate and advise clients on coverage options that fit their needs and budgets.
Onboard new clients from start to finish: gather data, quote, bind, and handle cancellations or transitions.
Proactively review policies, recommend coverage changes, and round out accounts.
Resolve service issues quickly and professionally, ensuring client satisfaction at every step.
Maintain thorough records of all client interactions in our agency management system.
Qualifications
2+ years of experience in a customer service role, preferably in the insurance industry
Strong communication skills—friendly, clear, and confident
Organized, detail-focused, and able to juggle multiple tasks with ease
Prior Experience As a Licensed Insurance Professional Preferred
North Carolina Property & Casualty License
Perks & Benefits
Bonus opportunities
Generous commission plan
Hybrid work schedule
Paid holidays, vacation, and personal time
Health, Dental & Vision Insurance
401(k) with company match
Ongoing education & professional development
#J-18808-Ljbffr