Insurance Account Manager I – Post-Sale & Renewals

Southwestern Companies; Nashville (TN); On-site; USD 42,000 - 65,000; Full time

Job summary

Southwestern Insurance Group in Nashville, TN is seeking an Account Manager I to handle post-sale servicing for assigned agents’ books, address complex service issues, and support retention initiatives.

You will lead monoline renewal reviews, offer optimal coverage and pricing, pursue cross-sell and referral opportunities, coordinate policy rewrites with underwriters, and maintain strong client relationships while upholding carrier guidelines.

Qualifications

• High School diploma or equivalent; Bachelor’s degree preferred.
• Minimum 3 years of property and casualty insurance experience.
• Property and Casualty License is required.
• Proficient with CRM tools and Microsoft Office.
• Strong communication, organization, and client relationship skills.
• Ability to review policy details, identify gaps, and explain coverage clearly.
• Comfortable working in a fast-paced, collaborative team environment.

Responsibilities

• Manage post-sale servicing for assigned agents’ books, including advanced service issues, cancellation prevention, and retention conversations.
• Lead monoline renewal review efforts to ensure clients are offered optimal coverage, competitive pricing, and personalized recommendations.
• Identify and pursue cross-sell, upsell, and referral opportunities within assigned accounts.
• Coordinate policy rewrites with underwriting or carriers to resolve complex client issues.
• Act as the main point of contact for clients post-sale, building long-term relationships through value-driven service and communication.
• Maintain CRM accuracy, documenting all account interactions, recommendations, and outcomes.
• Track and improve individual metrics related to retention, cross-sells, and client satisfaction.
• Proactively monitor book health and notify agents of trends or risk concerns.
• Support and collaborate with CSR team members by guiding client issues to resolution.
• Maintain awareness of carrier guidelines, market trends, and internal service standards.
• Perform other duties as assigned.

Skills

Communication skills

Organizational skills

Problem-solving mindset

Team collaboration

Self-motivated

Education

High School diploma or equivalent; Bachelor's preferred

Tools

CRM tools

Microsoft Office Suite

Job description

Southwestern Insurance Group in Nashville, TN is seeking an Account Manager I to handle post-sale servicing for assigned agents’ books, address complex service issues, and support retention initiatives.

You will lead monoline renewal reviews, offer optimal coverage and pricing, pursue cross-sell and referral opportunities, coordinate policy rewrites with underwriters, and maintain strong client relationships while upholding carrier guidelines.