Personal Lines Account Executive

Independent Insurance Agents of North Carolina, Inc. (IIANC)

. Manage and develop an existing book of personal lines business, focusing on client retention, renewal preparation, and relationship management.

Posted 9/25/2026full-timeNorth Carolina • United StatesJuniorMid-Level💰 $55,000 - $70,000 per yearWebsite

About the role

Key responsibilities & impact

Manage and develop an existing book of personal lines business, focusing on client retention, renewal preparation, and relationship management.
Anticipate client needs and identify opportunities to improve coverage and protect evolving assets and lifestyles.
Handle client inquiries and account needs in person, by phone, online, and through written communication.
Provide timely follow-up and ensure client requests and account activity are handled accurately and professionally.
Present policies and coverage recommendations, explaining coverage options, limits, deductibles, exclusions, and premiums.
Identify, qualify, and pursue new personal lines opportunities.
Develop new business through referrals, networking, prospecting, account rounding, cross-selling, and re-engagement of former clients.
Prepare insurance proposals and quotations, communicate coverage options, and close new business.
Process and bind coverage and follow up on inspections, photographs, documentation, and underwriting requirements.
Monitor performance metrics and sales activity to achieve individual and agency goals.
Maintain accurate documentation of sales and account activity.
Collaborate with colleagues and contribute to a positive, team-oriented environment.
Share knowledge, answer questions, and provide guidance to team members.
Participate in team meetings, training, and agency initiatives.
Follow agency processes and contribute ideas for continuous improvement.
Stay current on industry trends, carrier products, underwriting guidelines, legislation, technology, and coverage developments.
Continuously expand insurance knowledge and professional skills.

Requirements

What you’ll need

Active Property & Casualty (P&C) license required.
Minimum 2 years of personal lines insurance account management experience.
Strong working knowledge of personal lines insurance products, coverages, rating procedures, underwriting guidelines, and industry practices.
Demonstrated success in insurance sales, business development, or relationship-based selling.
Excellent written and verbal communication skills, with the ability to clearly explain complex insurance concepts to clients.
Client-focused and relationship-oriented with the confidence to be professionally assertive when identifying and recommending coverage solutions.
Excellent organizational and time-management skills with the ability to prioritize multiple accounts and deadlines.
Ability to work independently, take ownership of responsibilities, and complete complex assignments with minimal supervision.
Strong computer and technology skills, including experience with agency management systems.
Applied Epic experience preferred.
Valid driver’s license and reliable transportation required.
Maintain required continuing education and insurance licensing.
Willingness to work in the office 2 to 3 days per week.

Benefits

Comp & perks

Short Term/Long Term Disability
Life Insurance
FSA/HSA
Employee Stock Ownership Plan (ESOP)
Health insurance
Paid time off
Training & development
Vision insurance
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Flexible work from home options available
Career advancement in a growing field
Flexibility
Job Security