Now Hiring - Farley Insurance Group - Insurance Account Manager in Cornelius, NC

Full description of the position

Personal Lines Account Manager Location: Cornelius, NC Reports to: Personal Lines Manager / Agency Principal The Personal Lines Account Manager is responsible for servicing and retaining a portfolio of personal insurance clients by providing high-quality, proactive account management. This role focuses on policy servicing, renewals, endorsements, remarketing, and client communication while maintaining accuracy, compliance, and strong carrier relationships. The ideal candidate is detail-oriented, customer-focused, and comfortable managing multiple accounts in a fast-paced agency environment.

Key Responsibilities

Client Service & Retention

• Serve as the primary point of contact for assigned personal lines clients
• Respond promptly and professionally to client inquiries via phone, email, and written correspondence
• Build long-term relationships through proactive service and coverage reviews Policy Management
• Process policy changes, endorsements, cancellations, and rewrites accurately and efficiently
• Manage renewals including remarketing when appropriate to ensure competitive pricing and coverage
• Review policies for accuracy and completeness prior to issuance Quoting & Remarketing
• Obtain and prepare quotes with multiple carriers as needed
• Present coverage options and recommendations clearly to clients
• Follow agency guidelines for documentation and approvals Documentation & Compliance
• Maintain detailed, accurate notes and documentation in the agency management system
• Ensure all files meet agency standards, carrier requirements, and regulatory compliance
• Obtain and retain required signatures, disclosures, and supporting documents Carrier & Team Collaboration
• Work directly with carrier underwriters to resolve issues and place coverage
• Collaborate with producers and team members to support new business and retention goals
• Participate in team meetings, training, and process improvement initiatives

Qualifications

Required

• Active Property & Casualty insurance license
• 2+ years of Personal Lines insurance experience preferred
• Strong knowledge of personal auto, homeowners, umbrella, and related products
• Excellent written and verbal communication skills
• High attention to detail and organizational skills Preferred
• Experience in an independent insurance agency
• Familiarity with agency management systems (Ezlynx Preferred)
• Ability to manage a high volume of accounts with accuracy and professionalism Skills & Attributes
• Customer-focused mindset
• Strong time management and prioritization skills
• Ability to work independently and as part of a team
• Professional judgment when handling coverage questions and escalations
• Commitment to accuracy, consistency, and service excellence

Compensation

&

Benefits

• Competitive salary based on experience
• Health insurance and voluntary benefits
• Retirement plan with employer match
• Paid time off and holidays
• Continuing education and licensing support Job Type: Full-time Pay: $45,000.00 - $60,000.00 per year

Benefits

:

• 401(k)
• Health insurance
• Paid time off Work Location: In person