Personal Line Account Manager

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

Compensation:

• Base salary in the 45k – 60k/year range
• Medical insurance
• Dental insurance
• Vision insurance
• Simple IRA
• Paid Time Off