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Insurance Account Jobs in Raleigh, NC (NOW HIRING)

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Insurance Account information

See Raleigh, NC salary details

$32.6K

$67.2K

$99.2K

How much do insurance account jobs pay per year?

As of Jul 7, 2026, the average yearly pay for insurance account in Raleigh, NC is $67,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $78,300.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Insurance Account Manager, and why are they important?

To thrive as an Insurance Account Manager, you need strong knowledge of insurance products, policy underwriting, and account management, often supported by a relevant degree or insurance certification. Familiarity with customer relationship management (CRM) software, quoting systems, and industry-specific platforms is typically required. Excellent communication, negotiation, and problem-solving skills help build client trust and resolve issues efficiently. These competencies are vital for retaining clients, expanding accounts, and ensuring compliance in a competitive insurance market.

What is the difference between Insurance Account and Insurance Agent?

AspectInsurance AccountInsurance Agent
CredentialsTypically requires licensing and sometimes certification depending on stateRequires licensing and certification to sell insurance products
Work EnvironmentOffice-based, handling client accounts and policy managementFieldwork and client meetings, selling policies
Employer & Industry UsageInsurance companies, brokerages, financial institutionsInsurance agencies, brokerages, independent agents
Primary RoleManaging existing client accounts, policy servicingSelling new insurance policies, acquiring clients

Insurance Account professionals focus on managing and servicing existing insurance policies within companies or brokerages, ensuring client satisfaction. Insurance Agents primarily sell insurance policies and acquire new clients. While both roles require licensing, their daily tasks and responsibilities differ significantly.

What are some common challenges faced by Insurance Account Managers and how can they be addressed?

Insurance Account Managers often juggle multiple clients with diverse needs, which can lead to conflicting priorities and tight deadlines. Building strong organizational skills and maintaining clear communication with both clients and internal teams can help manage these challenges effectively. Staying updated on industry regulations and product offerings is also crucial to provide accurate advice. Regularly collaborating with underwriters, claims specialists, and sales teams ensures smooth policy management and helps deliver exceptional client service.

What are Insurance Accounts?

Insurance accounts refer to the portfolios or records managed by insurance professionals that track the policies, premiums, claims, and client information for individuals or businesses. These accounts are essential for organizing customer data, ensuring coverage is up-to-date, processing renewals, and handling claims. Insurance account managers or representatives play a key role in maintaining client relationships and ensuring their insurance needs are met efficiently.
What are the most commonly searched types of Insurance Account jobs in Raleigh, NC? The most popular types of Insurance Account jobs in Raleigh, NC are:
Insurance Account jobs near you
Property & Casualty Customer Service Representative

Property & Casualty Customer Service Representative

Independent Insurance Agents of North Carolina

Raleigh, NC • On-site

$25K - $50K/yr

Other

Posted 3 days ago

Job description

Personal & Commercial Lines CSR

The Personal & Commercial Lines CSR at J. Loos & Associates is responsible for maintaining solid customer relationships by handling personal and commercial lines insurance coverage inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Responsibilities
  • Answer customer calls and correspondence regarding new or existing insurance policies and service all claims.
  • Work with prospects to pre-qualify and understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
  • Set appointments and/or client calls to review existing policies, revise liability limits, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
  • Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
  • Actively solicit increases in coverage or rounding out accounts at every service contact.
  • Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution.
  • Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
  • Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance as well as collaboration with team members, mentor staff, and participate in meetings as needed.
Qualifications
  • Hold the insurance license required by your state and have a minimum of six months of property and casualty insurance account management experience, as well as an Associates Degree or comparable work experience.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
  • Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills and possess excellent math and reading skills to accurately perform simple calculations.
  • Have the ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
  • Have a strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills.
  • Technology and Computer proficiency including agency management systems.
Benefits/Perks
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry

Flexible work from home options available.

Compensation: $25,000.00 - $50,000.00 per year

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