Now Hiring - Southwestern Insurance Group - Account Manager in Nashville, TN

Full description of the position

Join a High-Energy, Client-Centric Team! We are a fast-growing personal lines insurance agency that has been making a significant impact across Tennessee over the past five years. Our team thrives on ambition, teamwork, and a strong dedication to both personal and professional growth. Operating in a vibrant, high-energy office, we embrace every new day as an opportunity for success. Guided by our motto, "Your attitude, not your aptitude, determines your altitude ," we approach challenges with confidence and a growth mindset. If you're seeking a role where your efforts are valued, your achievements celebrated, and your potential for growth is limitless--this is the place for you. We reward hard work, foster personal development, and ensure your contributions make a difference. We are looking for an Account Manager to play a pivotal role in our daily operations. In this position, you'll be assigned to support one or more senior sales agents by owning service and retention across their books of business. Your primary responsibility is to keep the book clean and growing--handling more complex service tasks such as cancellations, monoline renewal reviews (RNRVs), and rewriting coverage when needed. You'll act as a strategic partner to the sales team, protecting revenue and uncovering organic growth opportunities through proactive account management. This role is perfect for someone who understands personal lines inside and out and is ready to step into a client-facing role with greater autonomy and ownership. JOB DUTIES AND RESPONSIBILITIES: * Manage all post-sale servicing for assigned sales agents' books, including advanced service issues, cancellation prevention, and retention conversations. * Lead renewal review efforts with confidence, ensuring clients are offered optimal coverage, competitive pricing, and personalized recommendations. * Identify and pursue cross-sell, upsell, and referral opportunities within assigned accounts. * Process policy rewrites and coordinate with underwriting or carriers to resolve complex client issues. * Act as the main point of contact for clients post-sale, building long-term relationships through value-driven service and communication. * Maintain CRM accuracy, ensuring documentation of all account interactions, recommendations, and outcomes. * Track and improve individual metrics related to retention, cross-sells, and client satisfaction. * Proactively monitor book health, notify agents of account trends or risk concerns, and implement preventative strategies. * Support and collaborate with CSR team members by guiding client issues to resolution. * Maintain full awareness of carrier guidelines, market trends, and internal service standards. REQUIRED QUALIFICATIONS: * 3+ years of property and casualty insurance experience. * Property and Casualty License required. * Proven ability to handle policy rewrites, cancellations, and renewal conversations with confidence. * Comfortable reviewing policy details, identifying gaps, and explaining coverage in plain language. * High School diploma or equivalent required; Bachelor's degree preferred. * Proficiency in CRM tools and the Microsoft Office Suite. * Excellent organizational skills with a proven ability to manage multiple tasks. * Exceptional communication and interpersonal skills to build strong client relationships. * A detail-oriented, problem-solving mindset with high standards of professionalism. * Self-motivated and enthusiastic with a strong work ethic. * Able to thrive in a collaborative team environment and maintain a positive attitude under pressure. * Comfortable working in a fast-paced setting with a strong sense of urgency. Why Join Us: * Competitive compensation and bonus opportunities. * Comprehensive benefits, including 401(k), health insurance, dental, vision, and life insurance. * Flexible paid time off and 10 company paid holidays * A team-driven culture focused on success and professional growth. * Ongoing training, professional development, and support to help you grow in your career Job Type: Full-time Pay: $60,000.00 - $75,000.00 per year Benefits: * 401(k) * Dental insurance * Health insurance * Life insurance * Paid time off * Vision insurance Application Question(s): * How many years of experience do you have using your Property & Casualty license? * Have you directly handled policy rewrites, cancellations, and renewal conversations with clients? * Are you comfortable working in a fast-paced, metrics-driven environment where retention and book health are closely tracked? * What motivates you to consistently deliver high-quality service, even under pressure? * Why does this Account Manager role interest you at this stage of your career? License/Certification: * Property & Casualty License (Required) Work Location: Hybrid remote in Nashville, TN 37214