Account Manager I

Southwestern Companies•Nashville, TN

About The Position

The Account Manager I manages post-sale servicing for assigned sales agents’ books, handling advanced service issues, cancellation prevention, and retention conversations. The role leads monoline renewal reviews to help ensure clients receive appropriate coverage, competitive pricing, and personalized recommendations. It also identifies cross-sell, upsell, and referral opportunities, processes policy rewrites, and coordinates with underwriting or carriers to resolve complex client issues. As the primary post-sale contact for clients, the Account Manager I builds long-term relationships through value-driven service and communication, maintains accurate CRM records, monitors account health and individual performance metrics, and collaborates with the CSR team. The position reports to the Client Service Manager and supports the company mission and values while serving team members and external customers.

Requirements

High school diploma or equivalent.
Three years of property and casualty insurance experience.
Property and Casualty License.
Proficiency with CRM tools and the Microsoft Office Suite.
Ability to handle policy rewrites, cancellations, and renewal conversations confidently.
Ability to review policy details, identify coverage gaps, and explain coverage in plain language.
Excellent organizational skills and ability to manage multiple tasks.
Strong communication and interpersonal skills for building client relationships.
Detail-oriented, problem-solving mindset and high standards of professionalism.
Self-motivated and enthusiastic, with a strong work ethic.
Ability to thrive in a collaborative team environment and maintain a positive attitude under pressure.
Comfort working in a fast-paced setting with a strong sense of urgency.

Nice To Haves

Bachelor’s degree.

Responsibilities

Manage post-sale servicing for assigned sales agents’ books, including advanced service issues, cancellation prevention, and retention conversations.
Lead monoline renewal reviews and help ensure clients are offered appropriate 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.
Serve as the main post-sale point of contact for clients and build long-term relationships through value-driven service and communication.
Maintain accurate CRM records, documenting account interactions, recommendations, and outcomes.
Track and improve individual metrics related to retention, cross-sells, and client satisfaction.
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 awareness of carrier guidelines, market trends, and internal service standards.
Perform other duties as assigned.