What are the responsibilities and job description for the Personal Lines Insurance Account Manager position at Mountcastle Insurance?
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
Paid holidays, vacation, and personal time
Health, Dental & Vision Insurance
401(k) with company match
Ongoing education & professional development
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
Paid holidays, vacation, and personal time
Health, Dental & Vision Insurance
401(k) with company match
Ongoing education & professional development
Salary : $45,000 - $75,000