Account Manager (Hybrid)
PDCM Insurance Inc., Wilmington, NC, United States
Careers At Patriot Growth Insurance Services and Partner Agencies
Current job opportunities are posted here as they become available.
About Coastline, A Division of Patriot Growth Insurance Services
Coastline Insurance Associates of NC, a division of Patriot Growth Insurance Services LLC, is a trusted full-service independent insurance agency serving clients across North Carolina. With locations in Southport, Oak Island, and Wilmington, we are dedicated to providing personalized insurance solutions tailored to the unique needs of individuals, families, and businesses. Our experienced team combines local expertise with national resources to deliver outstanding coverage options and exceptional service. Position Overview
We are seeking an Account Manager to support Producers by managing a book of business and delivering exceptional client service. This role serves as a key liaison between clients, carriers, and internal teams, ensuring policies are accurate, coverage needs are met, and service requests are handled efficiently. The ideal candidate is detail-oriented, proactive, and skilled at building strong client relationships. Work Arrangement
This is a full-time hybrid position reporting to our office located in Southport, NC. Professional Responsibilities
Serve as the primary point of contact for assigned accounts, providing responsive and knowledgeable client service. Manage the full policy lifecycle, including quoting, binding, renewals, endorsements, and policy updates. Review coverage needs, identify gaps, and recommend appropriate solutions to enhance client protection. Act as a liaison between clients, carriers, and underwriters to resolve service issues, billing inquiries, and coverage questions. Prepare and submit renewal applications, proposals, and supporting documentation to ensure timely and accurate processing. Monitor renewal and new business activity to maintain continuous coverage and ensure timely premium payments. Support claims reporting and provide ongoing follow-up to ensure resolution and client satisfaction. Maintain accurate client records and documentation within agency management systems and CRM platforms. Qualifications and Requirements
3–5 years of experience in sales, account management, or customer service, preferably within the insurance industry. Active Property & Casualty insurance license required. Experience with commercial and/or personal lines insurance products and underwriting principles preferred. Proficiency with agency management systems, CRM platforms, and Microsoft Office Suite. Strong interpersonal and communication skills, with the ability to build and maintain client relationships. Excellent organizational and problem-solving skills with the ability to manage multiple priorities. High level of professionalism with a commitment to confidentiality and ethical standards. Associate degree required; Bachelor’s degree in Business, Risk Management, or a related field preferred. Benefits
Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer: Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs Company paid Short-Term Disability, Long-Term Disability and Group Term Life Company paid Employee Assistance Program Paid holidays Personalized PTO 401(k) Equal Opportunity Statement
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com .
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Coastline Insurance Associates of NC, a division of Patriot Growth Insurance Services LLC, is a trusted full-service independent insurance agency serving clients across North Carolina. With locations in Southport, Oak Island, and Wilmington, we are dedicated to providing personalized insurance solutions tailored to the unique needs of individuals, families, and businesses. Our experienced team combines local expertise with national resources to deliver outstanding coverage options and exceptional service. Position Overview
We are seeking an Account Manager to support Producers by managing a book of business and delivering exceptional client service. This role serves as a key liaison between clients, carriers, and internal teams, ensuring policies are accurate, coverage needs are met, and service requests are handled efficiently. The ideal candidate is detail-oriented, proactive, and skilled at building strong client relationships. Work Arrangement
This is a full-time hybrid position reporting to our office located in Southport, NC. Professional Responsibilities
Serve as the primary point of contact for assigned accounts, providing responsive and knowledgeable client service. Manage the full policy lifecycle, including quoting, binding, renewals, endorsements, and policy updates. Review coverage needs, identify gaps, and recommend appropriate solutions to enhance client protection. Act as a liaison between clients, carriers, and underwriters to resolve service issues, billing inquiries, and coverage questions. Prepare and submit renewal applications, proposals, and supporting documentation to ensure timely and accurate processing. Monitor renewal and new business activity to maintain continuous coverage and ensure timely premium payments. Support claims reporting and provide ongoing follow-up to ensure resolution and client satisfaction. Maintain accurate client records and documentation within agency management systems and CRM platforms. Qualifications and Requirements
3–5 years of experience in sales, account management, or customer service, preferably within the insurance industry. Active Property & Casualty insurance license required. Experience with commercial and/or personal lines insurance products and underwriting principles preferred. Proficiency with agency management systems, CRM platforms, and Microsoft Office Suite. Strong interpersonal and communication skills, with the ability to build and maintain client relationships. Excellent organizational and problem-solving skills with the ability to manage multiple priorities. High level of professionalism with a commitment to confidentiality and ethical standards. Associate degree required; Bachelor’s degree in Business, Risk Management, or a related field preferred. Benefits
Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer: Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs Company paid Short-Term Disability, Long-Term Disability and Group Term Life Company paid Employee Assistance Program Paid holidays Personalized PTO 401(k) Equal Opportunity Statement
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com .
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