Personal Lines Account Manager

Coastline Insurance | Southport, NC | In-Office | Full-Time

Why This Role Matters

As an Account Manager, you'll play a key role in delivering an exceptional client experience by managing service, sales, and renewal marketing support for your assigned Producer's book of business. Your knowledge of personal and commercial lines coverage, underwriting relationships, and client communication will make you the trusted go-to resource for clients, carriers, and your team alike.

In this role, you'll serve as the primary liaison between clients, insurance carriers, and brokers, resolving service issues, marketing renewals, and identifying opportunities to round out coverage. You'll be part of a collaborative environment where your organizational skills, insurance knowledge, and attention to detail directly support long-term client relationships and agency growth.

How You'll Make an Impact

• Serve as the primary service contact for your assigned Producer's book of business, building trusted, responsive relationships with clients.
• Act as the liaison between clients and carrier/broker underwriters, resolving coverage questions, billing issues, and policy changes.
• Review coverages with insureds and counsel them on policy terms, exposures, and risk mitigation strategies.
• Identify coverage gaps and round out accounts with additional products such as Umbrella, Inland Marine, and other specialty lines.
• Quote and bind new business for existing clients and walk-in opportunities, while supporting renewal marketing and remarketing efforts.
• Prepare and submit applications, renewal documentation, and invoices to clients and carriers with accuracy and attention to detail.
• Resolve underwriting issues, process endorsements, and support policy servicing from binding through renewal.
• Manage claims on behalf of insureds, providing end-to-end support and follow-up through resolution.

Who You Are

• Knowledgeable across personal and commercial lines products, coverages, and underwriting principles.
• Skilled at building strong, lasting client relationships and tailoring solutions to their needs.
• Highly organized, with the ability to prioritize and manage multiple responsibilities at once.
• A persistent problem-solver who sees issues through to resolution.
• A clear, confident communicator, both written and verbal.
• Comfortable collaborating within a team while independently managing your own workload.
• Proficient with CRM systems and Microsoft Office Suite.
• Committed to staying current on industry trends, regulations, and best practices.

What You Bring

Day One:

• 3 to 5 years of experience in a sales, account management, or customer service-related role.
• High School Diploma/GED or Associate Degree in Business Administration or a related field.
• Active Property and Casualty Insurance License.
• Strong knowledge of policy coverages, underwriting principles, and service procedures.

Valuable Additions:

• Experience in the Property and Casualty insurance industry, particularly commercial or personal lines account management.
• Bachelor's Degree in Business Administration, Risk Management, Marketing, or a related field.

Real Benefits for Real Life

At Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.

Highlights Include:

• Multiple medical plan options, with preventive care covered at 100%
• Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
• Employer-paid short-term and long-term disability coverage
• Paid parental leave
• Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
• Competitive 401(k) company match to help you build your financial future
• Comprehensive dental and vision coverage
• Employee Assistance Program with confidential mental health, legal, financial, and work-life support

About Patriot Growth Insurance Services

At Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.   Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.   Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.   This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.

 

Pay Range: Posted below*

*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team. 

Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.

 

Pay Range$50,000—$55,000 USD