Lincoln Investment · 4 days ago
Account Manager
Jackson, TN
Full-time
Onsite
Mid Level
$45K/yr - $100K/yr
3+ years expLincoln Investment is a leader in insurance and financial services specializing in working with public service and the community. As a Personal Lines Account Manager, you will provide service on home and auto policies, maintain client relationships, and educate clients on available products.
Insurance
Responsibilities
Work with customers assigned to you and provide service on their home and auto policies
Account inquiries and re-quoting policies with various carriers
Educate clients on multi-line discount opportunities available through our various products
Maintain a strong relationship with clients
Keep detailed records of customer transactions
Follow up on customer interactions
Participate in special projects and adjust priorities as needed
Qualification
Required
Must possess a Property and Casualty license
Demonstrated proficiency with basic computer skills including experience moving between multiple computer screens while entering data
Preferred
3+ years of experience in insurance preferred
Benefits
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
Lincoln Investment
As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2010-01-29Private Equity
Leadership Team
Diane McCarthy
Chief Financial Officer
Kevin O'Leary
Executive Vice President, Chief Growth Officer
Recent News
2025-06-12
Company data provided by crunchbase