Hybrid Personal Lines Account Manager: Growth & Service

Martin & Zerfoss, Inc.; Nashville (TN); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits package

20 PTO days

10 holidays

Continuing education

Job summary

Martin & Zerfoss, Inc. in Nashville, TN seeks a Personal Lines Account Manager for a full-time role with a hybrid schedule (1–2 days in-office, 3–4 days WFH after training).

You will manage Personal Lines client accounts and support producers, including processing binders, endorsements and cancellations. The ideal candidate has 1+ year of Personal Lines experience, a TN P&C license (or eligibility to obtain one), and Applied Epic experience.

Qualifications

• 1+ years of experience as a Personal Lines Account Manager at an insurance agency.
• Tennessee P&C Insurance License (or licensed in another state and able to secure a TN P&C license upon hire).
• Experience using an insurance management platform; Applied Epic highly preferred.
• Able to reliably commute to our West Nashville office at least one day a week after the initial training period.
• Exemplary organization, time management and prioritization skills with a focus on timeliness and completeness when interacting with clients, agency and company personnel.

Responsibilities

• Manage Personal Lines client accounts with the focus on providing exceptional customer service.
• Support Producers in day-to-day servicing of client accounts, including direct contact with clients and insurance carriers via phone, email and in-person when applicable.
• Prepare and process binders of insurance, policies, endorsements, and cancellations.
• Analyze coverage, limits, deductibles, and pricing options.
• Develop strong relationships and trust with clients, producers, teammates and underwriters.
• Develop and maintain strong technical knowledge of personal lines coverage.
• Utilize Applied Epic to manage and track all work.
• Follow agency and department workflows and procedures to complete daily tasks.
• Embody our Agency Core Values in all work: Integrity, Problem Solving, Empathy, Teamwork, Growth.

Skills

Customer service

Organization

Communication

Teamwork

Professionalism

Education

Bachelor’s degree in Risk Management or related field

Tools

Applied Epic

Job description

Martin & Zerfoss, Inc. in Nashville, TN seeks a Personal Lines Account Manager for a full-time role with a hybrid schedule (1–2 days in-office, 3–4 days WFH after training).

You will manage Personal Lines client accounts and support producers, including processing binders, endorsements and cancellations. The ideal candidate has 1+ year of Personal Lines experience, a TN P&C license (or eligibility to obtain one), and Applied Epic experience.