Mountcastle Insurance · 3 months ago
Personal Lines Insurance Account Manager
Winston-Salem, NC
Full-time
Hybrid
Entry, Mid Level
$45K/yr - $75K/yr
2+ years expMountcastle Insurance is a trusted name in North Carolina since 1890, seeking an Account Manager to deliver top-tier service to insurance clients. The role involves serving as the main point of contact for clients, handling policy updates, quotes, claims assistance, and renewals while ensuring client satisfaction.
Auto InsuranceCyber SecurityHealth InsuranceInsurance
Responsibilities
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
Qualification
Required
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
Preferred
Prior Experience As a Licensed Insurance Professional
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
Company
Mountcastle Insurance
Mountcastle Insurance provides home insurance, personal insurance, cybersecurity insurance, and other insurance services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Andy Calvert
Partner
Walt Rouse
Partner/Commercial Lines Producer
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