Personal Lines Account Manager - Independent Insurance Agency - Base Salary to 60k/year - Franklin, TN
Franklin, TN
Full Time
Paid
Responsibilities
Personal Lines Account Manager - Independent Insurance Agency - Base Salary to 60k/year - Franklin, TN
Our client, a growing independent insurance agency in the Franklin, TN area, is seeking a Personal Lines Account Manager to support and service an established book of personal insurance accounts. This role will focus on day-to-day client servicing activities for personal lines policies including home, auto, umbrella, and related coverage lines.
This is an in-office position based in the Franklin, TN area.
Responsibilities:
Manage daily servicing activities for an assigned book of personal lines insurance accounts
Process policy changes, endorsements, renewals, cancellations, reinstatements, and coverage updates
Prepare quotes, proposals, certificates, ID cards, and related policy documentation
Review renewals and assist clients with policy coverage questions and account servicing needs
Work directly with insurance carriers regarding underwriting, billing, and policy servicing matters
Maintain accurate account documentation and client records within the agency management system
Support account rounding and cross-selling efforts when appropriate
Assist clients with home, auto, umbrella, and related personal insurance coverage needs
Provide service to policyholders via phone, email, and in-person communication
Qualifications:
Active Property and Casualty (P&C) Insurance License
2+ years of personal lines insurance account management or customer service experience within an independent insurance agency or insurance brokerage environment
Experience servicing personal lines insurance accounts including home and auto policies
Experience processing renewals, endorsements, policy changes, certificates, ID cards, and insurance documentation
Experience working directly with insurance carriers and policyholders
Ability to work onsite Monday through Friday in the Franklin, TN area