Insurance Account Renewal & Retention Specialist

Southwestern Family of Companies; Nashville (TN); On-site; USD 45,000 - 65,000; Full time

Job summary

Southwestern Insurance Group in Nashville, TN is seeking an Account Manager I to handle post-sale servicing for agents’ books, manage renewals, and identify cross-sell opportunities. You will resolve complex client issues in coordination with underwriters and carriers, delivering personalized service.

The role emphasizes strong communication, CRM proficiency, and a client-first mindset to retain policyholders and grow the book of business.

Qualifications

• High School diploma or equivalent required.
• 3 years of property and casualty insurance experience.
• Property and Casualty License required.
• Proficiency in CRM tools and MS Office.
• Ability to explain coverage in plain language.
• Strong multitasking and organizational skills.

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 receive optimal coverage and pricing.
• Identify and pursue cross-sell, upsell, and referral opportunities within assigned accounts.
• Process policy rewrites and coordinate with underwriting or carriers to resolve complex client issues.
• Serve as main contact for clients post-sale and build long-term relationships through value-driven service.
• Maintain CRM accuracy with documentation of all account interactions and outcomes.
• Track metrics related to retention, cross-sells, and client satisfaction.
• Proactively monitor book health, notify agents of trends or risks, and implement preventative strategies.
• Support CSR team and guide client issues to resolution.
• Stay aware of carrier guidelines, market trends, and internal service standards.
• Perform other duties as assigned.

Skills

CRM proficiency

Microsoft Office

Communication

Interpersonal skills

Organizational skills

Problem-solving

Team collaboration

Work under pressure

Education

High School diploma or equivalent

Bachelor’s degree preferred

Property and Casualty License

Tools

CRM tools

MS Office Suite

Job description

Southwestern Insurance Group in Nashville, TN is seeking an Account Manager I to handle post-sale servicing for agents’ books, manage renewals, and identify cross-sell opportunities. You will resolve complex client issues in coordination with underwriters and carriers, delivering personalized service.

The role emphasizes strong communication, CRM proficiency, and a client-first mindset to retain policyholders and grow the book of business.