Account Manager

ACCOUNT MANAGER

• PARTNERS INSURANCE GROUP BASED IN MOREHEAD CITY, NC
• Salary based on qualifications SUMMARY: The Insurance Account Manager is responsible for delivering responsive, accurate, and relationship-driven service to Partners Insurance Group clients. This position manages a designated book of business and supports the agency’s producers by servicing commercial and personal insurance accounts from policy issuance through renewal. The Account Manager acts as a trusted client resource, works closely with insurance carriers and underwriting partners, and helps ensure that coverage requests, policy changes, renewals, and client communications are handled promptly and professionally REQUIREMENTS: Active North Carolina Property & Casualty insurance license required, or the ability to obtain and maintain the license within the timeframe established by Partners Insurance Group. Two or more years of insurance account-management, customer-service, underwriting, or related insurance experience preferred; commercial-lines experience strongly preferred. Working knowledge of commercial and/or personal insurance coverages, policy forms, endorsements, certificates, applications, renewal processes, and carrier underwriting practices. Exceptional written and verbal communication skills, with the ability to explain insurance information clearly, professionally, and accurately. Strong customer-service orientation and the ability to build productive, long-term relationships with clients, carriers, and colleagues. Excellent organization, time-management, prioritization, and follow-through skills; ability to manage multiple accounts, deadlines, and service requests in a fast-paced environment. High degree of accuracy, attention to detail, sound judgment, and problem-solving ability. Proficiency with Microsoft 365 applications, including Outlook, Word, Excel, and Teams; familiarity with agency management systems, carrier portals, and comparative-rating tools preferred. Ability to work independently while collaborating effectively with producers, agency leadership, and team members. Maintain confidentiality beyond reproach and demonstrate integrity in all business dealings. High school diploma or equivalent required; associate’s or bachelor’s degree, insurance designations, or equivalent industry experience preferred. Ability and willingness to complete required continuing education and carrier/agency traininG.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Maintain a courteous, professional, and client-focused demeanor in all interactions with clients, prospects, carriers, vendors, and colleagues. Service an assigned book of commercial and/or personal insurance accounts, including new business, endorsements, certificates, evidence of insurance, cancellations, audits, billing inquiries, claims reporting, and renewal activity.

Develop a working understanding of each client’s operations, exposures, coverage needs, and service preferences in order to provide timely, informed assistance. Prepare applications, supplemental forms, renewal submissions, exposure schedules, proposals, binders, certificates, and other insurance-related documents accurately and on time.

Market new and renewal business to insurance carriers and wholesale partners as directed; follow up on submissions, review quotations, and communicate options to the producer and client. Review policies, endorsements, audits, invoices, and carrier correspondence for accuracy; identify discrepancies and coordinate corrections when needed.

Coordinate and support the renewal process by gathering updated underwriting information, preparing renewal submissions, tracking timelines, reviewing renewal terms, and communicating with clients and producers. Respond to client phone calls, emails, and service requests promptly; document activity and maintain complete, organized electronic account files in the agency management system.

Partner with producers to identify cross-selling opportunities, coverage gaps, account rounding opportunities, and emerging client needs. Provide clients with certificates of insurance, evidence of coverage, and other documentation in accordance with agency procedures and carrier requirements. Assist clients with reporting claims and provide claim-status support as appropriate, while maintaining accurate documentation of communications.

Maintain current knowledge of carrier products, underwriting guidelines, policy forms, rating tools, and applicable insurance regulations. Use the agency management system, carrier portals, rating platforms, Microsoft 365, and other agency tools efficiently and in accordance with established workflows. Protect confidential client, carrier, and agency information and comply with all agency policies, procedures, licensing requirements, and applicable laws and regulations.

Participate in agency meetings, carrier training, continuing education, and professional development activities. Perform other duties as assigned by management. ADA REQUIREMENTS: Ability to communicate effectively by telephone, video conference, email, and in person with internal and external clients. Ability to use a desktop computer, keyboard, mouse, telephone, scanner, copier, and other standard office equipment to perform job functions.

Ability to sit or stand for extended periods and perform repetitive motions associated with computer and office work. Ability to read, write, hear, and speak clearly in order to perform essential job functions. Ability to occasionally stoop, bend, walk, and lift or move office materials weighing up to 25 pounds. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this position.