Account Manager I

Southwestern Companies•Nashville, TN

About The Position

The Account Manager I manages post-sale servicing for assigned sales agents’ books of business, handling advanced service issues, cancellation prevention, and client retention conversations. The role leads monoline renewal reviews and ensures clients receive appropriate coverage, competitive pricing, and personalized recommendations. It identifies cross-sell, upsell, and referral opportunities, processes policy rewrites, and coordinates with underwriting or carriers to resolve complex client issues. The Account Manager I serves as the primary post-sale client contact, maintains accurate CRM documentation, monitors account health and performance metrics, and collaborates with agents and CSR team members. The position reports to the Client Service Manager and provides excellent service to internal team members and external customers while demonstrating company values and supporting the company mission.

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.
Proven ability to handle policy rewrites, cancellations, and renewal conversations confidently.
Ability to review policy details, identify coverage gaps, and explain coverage in plain language.
Strong organizational skills and ability to manage multiple tasks.
Excellent communication and interpersonal skills for building strong client relationships.
Detail-oriented, problem-solving mindset and high standards of professionalism.
Self-motivated, enthusiastic, and 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 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.
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 risks, and implement preventative strategies.
Support and collaborate with CSR team members to guide client issues to resolution.
Maintain awareness of carrier guidelines, market trends, and internal service standards.
Perform other duties as assigned.