Personal Lines Account Manager

Correll Insurance Group; Nashville (TN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

HSA and FSA

Paid time off

Parental leave

Training & development

401(k)

401(k) matching

Competitive salary

Donation matching

Employee discounts

Job summary

SouthPoint Risk in Nashville, TN is seeking a Personal Lines Account Manager to provide high-level sales support and exceptional customer service. The role requires independent judgment to grow and retain both new and renewal business and to address client needs with appropriate risk management solutions.

Responsibilities include quoting, processing changes, responding to client inquiries, and supporting teammates.

Qualifications

• 1–3 years of experience as a Personal Lines Account Manager or similar, preferred.
• Possess or obtain Property and Casualty Insurance License within 6–12 months; company assists with fees.
• Proficiency with AMS360 and ImageRight is preferred but not required.

Responsibilities

• Quoting new business and renewing policies.
• Process changes to existing accounts and respond to client requests.
• Provide client documents, checklists, and proposals as needed.
• Maintain organized electronic files and use reports to stay on top of tasks.
• Build relationships with clients and assist teammates with follow-up.
• Research coverage questions and respond promptly to client needs.
• Cross-sell additional lines of insurance through consultative selling.

Skills

Customer service

Sales support

Communication

Relationship building

Education

Property and Casualty Insurance License

Tools

AMS360

ImageRight

Job description

Benefits

• HSA and FSA
• Health insurance
• Paid time off
• Parental leave
• Training & development
• Vision insurance
• Wellness resources
• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Donation matching
• Employee discounts

SouthPoint Risk, a Member of Correll Insurance Group has an immediate need for a Personal Lines Account Manager at our office in Nashville, TN.

The Personal Lines Account Manager provides high-level sales support and exceptional customer service to clients. This role requires strong independent judgment and discretion to consistently deliver superior service. The Account Manager contributes to the growth and retention of both new and renewal business in alignment with agency goals and offers field support to address client needs. Responsibilities include assisting clients with service requests, processing changes to existing accounts, and recommending appropriate insurance and risk management solutions.

Essential Duties and Responsibilities

• Quoting new business and remarketing renewals as needed
• Updating all necessary items in management system and sending to client as needed
• Receiving and responding to client emails, phone calls, requests for endorsements, certificates, etc.; maintaining accurate and current electronic files documenting such requests are handled.
• Providing necessary client documents, checklists, and proposals.
• Using support tools (electronic tasks and expiration/renewal reports) to maintain an organized and effective workstation.
• Establish working relationships with clients, potential clients, and the companies we represent via phone, email, and written correspondence.
• Support teammates with follow-up for clients and prospects.
• Research and resolve coverage questions.
• Promptly respond to client needs either on the phone or electronically.
• Cultivate new opportunities and offer additional lines of insurance through consultative selling.
• Assist with other office duties as they arise and are needed.

Minimum Qualifications and Experience

• 1 to 3 years experiences as a Personal Lines P&C Account Manager or similar is preferred
• Possess or able to obtain Property and Casualty Insurance License within 6-12 months of employment. Correll will assist in scheduling courses and cover the application and licensing fees along with covering the cost for bi-annual license renewals.
• Proficient in AMS360 and ImageRight (Worksmart) is preferred but not required

Minimum Qualifications and Experience

• 1 to 3 years' experience as a Personal Lines Account Manager or similar is required
• Possess Property and Casualty Insurance License
• Proficient in AMS360 and ImageRight (Worksmart) is preferred but not required

Location

South Point Risk | Nashville, TN

Work Type

Full-time, M-F (Non-Exempt)

Summary

At Correll Insurance Group we pride ourselves on our insurance products and customer service, and inclusive work environment for our team.

NOTE

The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.