Martin & Zerfoss, Inc. · 1 week ago
Personal Lines Account Manager
Nashville, TN
Full-time
Hybrid
Entry, Mid Level
$55K/yr - $75K/yr
2+ years expMartin & Zerfoss, Inc. is an independent insurance firm in Nashville, TN, seeking a Personal Lines Account Manager. The role involves managing client accounts, providing exceptional customer service, and supporting producers in servicing these accounts.
ConsultingFinancial ServicesInsuranceLife Insurance
No H1B
Hiring Manager
Amy Bouffard
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
Qualification
Required
2+ 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 two days 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
Preferred
Bachelor's degree in Risk Management or other related field desired, but not required
Insurance designations are a plus
Benefits
Comprehensive benefits package including medical, dental, vision, life, short- and long-term disability, 401k and a variety of other benefits
Continuing education
Company
Martin & Zerfoss, Inc.
Founded in 1978, Martin & Zerfoss has grown abundantly and, as a staple in the community, has never waivered on our focus of enriching the client-service experience.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Mickey Martin
Chief Executive Officer
Amanda Hardin, CPA
Chief Financial Officer/HR Manager
Company data provided by crunchbase