Personal Lines Account Manager

Job Description:

 Accurately manage client accounts, ensuring all deadlines are met in a timely and professional manner  Effectively communicate with clients, addressing inquiries regarding policies and services provided  Establish and maintain strong, long-lasting relationships with clients and carriers.  Manage the book of business utilizing a proactive client service approach  Collaborate with the service team or work independently, as assigned, to enhance coverage for client accounts  Review and analyze client coverage levels to ensure they meet client needs; recommend changes as needed.  Prepare quotations, proposals, and coverage summaries to provide exceptional care to customers.  Prepare and submit coverages, renewals, and submissions to carrier marketplace according to established procedures.  Follow through on all inquiries, requests, and submission to ensure timely receipt and response.  Verify accuracy of proposals, issued policies/certificates/etc; provide communication and documentation to client with appropriate correspondence.  Maintain and update all activity records in agency management system (Applied Epic) according to current process and procedure.  Communicate effectively and courteously to clients, employees, and carriers via telephone or other correspondence.  Perform additional duties as assigned. Credentials  A minimum of three years of demonstrated insurance experience managing commercial accounts at either a carrier or an agency is required.  Property and Casualty (P&C) Insurance license required.  Proficiency in Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions, is required.  Ability to understand the various processes and forms associated with different coverages and insurers.  Experience working with EPIC Agency Management Software is preferred.

Skills:

 Strong organizational and time management skills  Understand and maintain fiduciary responsibility for company, client, and producer  Ability to work independently  Strategic thinking  Relationship management  Strong work ethic

Pay:

$50,000.00 - $70,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Work Location:

Hybrid remote in Franklin, TN 37064