Personal Lines Account Manager

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. is an independent insurance firm in Nashville, TN. We specialize in all areas of Personal, Commercial, Bonds, Affluent Lines, Professional Liability Insurance, and Benefits & HR consulting. From our small beginnings in 1978 to the great staff of professionals with us today, we have always believed in the value of relationship. We are excited to have another talented individual join our team.

About the Role

Martin & Zerfoss, Inc. is seeking a Personal Lines Account Manager for a full-time role in Nashville, TN. The position has a hybrid work arrangement, with 1-2 days in-office and 3-4 days WFH after the initial in-person training period. In this role, the Personal Lines Account Manager will:

• 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.

About You

• 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.
• High degree of professionalism along with excellent business writing and communication skills.
• Team player that contributes to a positive work culture.
• Bachelor’s degree in Risk Management or other related field desired, but not required.

Pay range and compensation package

• Salary range between $55,000 - $75,000/ year commensurate with experience
• 20 days of PTO to start
• 10 paid holidays
• Comprehensive benefits package including medical, dental, vision, life, short- and long-term disability, 401k and a variety of other benefits
• Continuing education

Equal Opportunity Employer

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.