Account Manager I
Southwestern Family of Companies20 hours ago
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OnsiteFull-timeMid
Summary
Southwestern Family of Companies is seeking an Account Manager I to join their team in Nashville, TN. The role involves managing post-sale servicing for assigned sales agents’ books, including advanced service issues and retention conversations.
About the Role
As an Account Manager I, you will be responsible for managing all post-sale servicing for assigned sales agents’ books, leading renewal review efforts, identifying cross-sell and upsell opportunities, processing policy rewrites, and maintaining CRM accuracy. You will act as the main point of contact for clients post-sale, ensuring excellent service and building long-term relationships.
About You
Required:
- High School diploma or equivalent required; Bachelor’s degree preferred.
- 3 years of property and casualty insurance experience.
- Property and Casualty License required.
- Proficiency in CRM tools and the Microsoft Office Suite.
- Proven ability to handle policy rewrites, cancellations, and renewal conversations with confidence.
- Excellent organizational skills with a proven ability to manage multiple tasks.
- Exceptional communication and interpersonal skills to build strong client relationships.
Preferred:
- Comfortable reviewing policy details, identifying gaps, and explaining coverage in plain language.
- 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.
Southwestern Family of Companies
Since 1855, Southwestern Family of Companies has invested in purpose-driven people who are inspired to build principle-guided businesses that impact the world. A growing, international, employee-owned company, we invest in building people, inspire people to achieve their goals in life and positively impact the people and communities we serve worldwide. Headquartered in Nashville, Tennessee, Southwestern Family of Companies has employees across the country and around the globe.
Nashville, TN