What are the responsibilities and job description for the Personal Lines Account Manager position at Impact Performance Team?
About Our Client
Our client is an independent insurance agency based in Raleigh, North Carolina, that is rapidly growing. Our team takes an education-first approach, helping clients understand their coverage and make confident decisions about their future. We’re not tied to one carrier, one price point, or one set of priorities. We work for the client. That means we can approach multiple companies, compare options, and advocate for the coverage that actually fits. It also means we know who has the strongest claims service, the fairest underwriting, and the most responsive teams when it counts. Our job isn’t to push a product; it’s to give our clients an objective view of the marketplace, guide them through an important financial decision, and help them choose wisely.
Role Overview
This role is ideal for a relationship-driven insurance professional who believes protecting families is more important than pushing policies. As a Personal Lines Account Manager, you will serve as a trusted partner to our clients, guiding them through coverage decisions with clarity, care, and integrity. You will take ownership of your book of business, deliver proactive communication, and ensure every client feels educated, supported, and confidently protected. Your key responsibilities may include:
- Manage and grow a book of personal insurance clients
- Consult on home, auto, umbrella, and life insurance needs
- Multi-line, cross-sell, and account round current clients
- Diligently work with new client inquiries
- Analyze risks and recommend appropriate coverage options
- Maintain strong client relationships through proactive communication
- Serve as a trusted advisor
- Must be located in North Carolina
- An active North Carolina Property and Casualty License is required
- Experience in Account Management and Customer Service
- Deep knowledge and understanding of personal lines insurance
- Strong communication and relationship-building skills
- Integrity-driven: We prioritize doing what’s right for the client
- Organized and consistent follow-up habits
- Ability to manage renewals, closings, and client life events with professionalism
- Base salary: $45K–$75K
- Additional bonus/incentive: $6K–$15K (Year 1)
- Group health coverage
- Retirement plan with company match
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Salary : $45 - $75