Account Manager I

Sunstar Insurance Group; Franklin (TN); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Job summary

Sunstar Insurance Group LLC DBA Sunstar Insurance Tennessee in Franklin, TN is seeking a Personal Lines Account Manager. The role focuses on servicing a book of personal insurance accounts, handling policy changes, renewals, coverage reviews, and claims assistance to bolster retention and client satisfaction.

Responsibilities include serving as the main contact for clients, educating them on coverages, processing endorsements, and coordinating with carriers for pricing and coverage.

Qualifications

• Strong customer service and communication skills.
• Ability to manage multiple tasks with attention to detail.
• Experience with agency management systems a plus (Epic helpful).

Responsibilities

• Serve as primary contact for personal lines clients.
• Manage policy changes, endorsements, billing inquiries, and renewals.
• Educate clients on coverages and options; support claims as needed.
• Identify cross-sell opportunities and enroll in additional coverage.

Skills

Customer service

Communication

Relationship-building

Organization

Independence

Tools

Epic

Job description

Location: Franklin, TN

Company: Sunstar Insurance Group LLC DBA Sunstar Insurance Tennessee

Department: Personal Lines

Employment Type: Full-Time

About Us

Sunstar Insurance Group is one of the fastest-growing independent insurance agencies in the region, committed to providing exceptional service and tailored insurance solutions. We pride ourselves on fostering a collaborative and supportive work environment where employees can thrive and grow.

Position Summary

The Personal Lines Account Manager is responsible for the management and servicing of a book of personal insurance accounts. This role delivers exceptional client service by handling policy servicing, renewals, coverage reviews, claims assistance, and account rounding opportunities. The Account Manager works closely with clients and carrier partners to ensure coverage needs are met while maintaining strong retention and client satisfaction.

Account Management & Client Service

• Serve as the primary point of contact for assigned personal lines clients.
• Manage day-to-day service requests, including policy changes, endorsements, billing inquiries, ID card requests, and coverage questions.
• Maintain accurate and timely documentation within the agency management system.
• Respond promptly to client inquiries and provide professional, proactive service.
• Educate clients on policy coverages, exclusions, and insurance options.

Renewals & Coverage Reviews

• Proactively manage the personal lines renewal process.
• Conduct coverage reviews and provide recommendations based on clients' changing needs.
• Prepare and present renewal options and coverage comparisons.
• Work with carrier partners to secure appropriate coverage and competitive pricing.
• Ensure renewals are completed accurately and on time.

Claims Assistance

• Assist clients with reporting claims and navigating the claims process.
• Serve as a liaison between clients and carriers when needed.
• Provide guidance and support throughout the claims lifecycle.
• Follow up on claims-related concerns to help ensure a positive client experience.

Account Rounding & Coverage Expansion

• Identify coverage gaps and opportunities to better protect clients and their families.
• Recommend additional policies and coverage enhancements, including umbrella, recreational vehicle, flood, and specialty products when appropriate.
• Educate clients on coverage options to strengthen protection and improve retention.
• Partner with Personal Lines and Commercial Lines team members to identify cross-selling opportunities.

Retention & Relationship Management

• Build and maintain strong client relationships through proactive communication and consistent follow-up.
• Deliver a high level of service that supports client retention and long-term loyalty.
• Maintain detailed knowledge of client accounts and anticipate future insurance needs.
• Support agency growth through exceptional client experiences and relationship management.

Qualifications

• Active Property & Casualty Insurance License preferred.
• Personal Lines insurance experience preferred.
• Strong knowledge of personal insurance products and coverages, including homeowners, auto, umbrella, recreational vehicles, and dwelling policies.
• Excellent customer service, communication, and relationship-building skills.
• Strong organizational skills with the ability to manage multiple priorities.
• Experience with agency management systems; Epic experience is a plus.
• Ability to work independently while contributing to a collaborative team environment.

Why Join Sunstar Insurance?

• Competitive compensation and benefits package
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and company holidays
• Professional development and growth opportunities
• Supportive, team-oriented culture
• Opportunity to be part of a growing organization