Personal Lines Account Manager - Independent Insurance Agency - Base Salary to 60k/year - Franklin, TN
$45,000–$60,000 year
On-site · Franklin, Tennessee, United States
Job Summary
Personal Lines Account Manager to support and service an established book of personal insurance accounts (home, auto, umbrella) in Franklin, TN. Responsibilities include managing daily servicing activities, processing policy changes, endorsements, renewals, cancellations, reinstatements, and coverage updates; preparing quotes, proposals, certificates, ID cards, and related policy documentation; reviewing renewals and assisting clients with policy coverage questions; working directly with insurance carriers on underwriting, billing, and policy servicing matters; maintaining accurate account documentation in the agency management system; supporting account rounding and cross-selling; assisting clients with home, auto, umbrella, and related personal coverage needs; and providing service to policyholders via phone, email, and in-person communication.
Required 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
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