Qualifications

• 3+ years of experience in an Independent Agency channel, focusing on personal lines account management.
• Deep knowledge of insurance carriers, coverage forms, and rating practices.
• Active Property & Casualty (P&C) license required; Life license preferred.
• Proficient in AMS360 management system and Microsoft Office applications.
• Strong communication, organizational skills, attention to detail, and reliable follow-through.
• Demonstrated ability to manage client renewals and retention strategies.
• A genuine passion for customer relationships, with a focus on delivering solutions.

Responsibilities

• Manage a portfolio of personal lines accounts within the Independent Agency channel.
• Cultivate and maintain strong relationships with clients, ensuring high levels of satisfaction.
• Administer and evaluate insurance policies, endorsements, and claims for timely processing.
• Implement retention strategies to minimize client turnover.
• Provide expert advice on coverage options tailored to client needs and situations.
• Utilize agency management software effectively to streamline operations and client management strategies.
• Engage actively with clients in the State of Tennessee, understanding local needs and preferences.

Benefits

• Supportive team environment focused on professional growth and development.
• Access to ongoing training and educational resources to enhance skills.