Insurance Account Manager
CS&A Insurance•Franklin, TN
•$55,000•Onsite
About The Position
We are seeking a detail-oriented and client-focused Insurance Account Manager to join our team. The Insurance Account Manager is responsible for servicing and supporting client accounts, managing renewals, maintaining strong carrier relationships, and ensuring a high level of customer satisfaction. This role is ideal for an experienced insurance professional who thrives in a service-driven environment and is committed to delivering accurate, timely, and proactive client support.
Requirements
- Minimum of 5 years of experience in insurance account management, client services, or a related insurance role
- Experience servicing commercial and/or personal lines accounts
- Ability to manage multiple accounts and deadlines with accuracy and attention to detail
- Active state insurance license (Property & Casualty and/or Life & Health, as applicable)
- Strong written and verbal communication skills
- High level of organization and attention to detail
- Client-focused mindset with strong problem-solving abilities
- Ability to explain insurance concepts clearly and professionally
- Proficiency with Microsoft Office and insurance agency systems
Nice To Haves
- Bachelor’s degree preferred in Business Administration, Finance, Risk Management & Insurance, Marketing, or a related field
- Equivalent insurance industry experience may be considered in lieu of a degree
- Professional designations such as CIC, CPCU, or CRM are a plus
Responsibilities
- Serve as the primary point of contact for assigned client accounts
- Manage day-to-day service needs including policy changes, endorsements, certificates, and audits
- Respond promptly and professionally to client inquiries and service requests
- Conduct policy reviews to ensure appropriate coverage and alignment with client needs
- Manage the renewal process from start to finish, including data collection, submissions, quote review, and renewal presentations
- Coordinate with producers and carriers to obtain competitive renewal options
- Support agency retention efforts by providing consistent, high-quality service
- Work closely with insurance carriers and underwriters to obtain quotes and negotiate pricing and coverage terms
- Prepare and submit accurate applications, and support documentation
- Monitor underwriting requirements and carrier guidelines to ensure compliance
- Maintain accurate and up-to-date client records in EPIC
- Ensure policies, endorsements, and documentation comply with state regulations and agency procedures
- Assist with claim-related documentation and follow-up as needed
- Maintain required licenses and complete continuing education as required
- Work collaboratively with producers, account managers, and leadership
- Assist with onboarding new accounts and transitioning existing accounts
- Identify opportunities for process improvement and operational efficiency
Benefits
- Starting salary of $55,000 and higher, based on experience and qualifications
- Performance-based increases and career advancement opportunities
- Paid time off and paid holidays
- Health, dental, vision, and retirement benefits (as applicable)
- Continuing education and professional development support
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
