Personal Lines Insurance Account Manager

Job Description

Job Description

Hybrid | Winston-Salem, NC | Full-Time

Join a team with deep roots and strong values. 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.

What You’ll Do

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.

What You Bring

2+ years of experience in a customer service role

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

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