The Account Manager is responsible for maintaining client relationships and assisting Agents in day-to-day handling of personal lines account(s). The ideal candidate for this position is dependable, self-motivated, detail-oriented, and highly organized with the ability to provide accurate and responsive customer service.

Benefits

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

• Minimum 3-5 years of previous work experience in personal lines.
• High school degree or equivalency; college degree preferred.
• Working knowledge of the personal insurance industry.
• Current State of TN Property & Casualty license preferred. If not currently held, the ability to obtain licenses as required by State Department of Insurance and participate in seminars or other training to maintain license(s).
• Strong communication and interpersonal skills; excellent customer service and organizational skills.
• Self-starter with the ability to work well independently yet function as part of a team.
• Ability to build strong client relationships, problem-solve, and document follow up communication.
• Proficiency working in Microsoft Office (Word, Excel, and Outlook).
• AMS360 and/or ImageRight software experience preferred.
• Ability to comply with applicable laws.

• Manage the renewal process by facilitating communication between the client, Account Manager, Agent, and carrier.
• Facilitate the marketing process and coordinate communication with all parties.
• Prepare coverage applications, submit the insured and/or carrier as needed, obtain client signatures, and follow up to ensure timely responses.
• Maintain strong client relationships with ability to solve problems.
• Process and verify accuracy of policy changes with various insurance carriers to ensure policies accurately reflect the coverage needs.
• Produce and distribute auto ID cards, proposals, policy books, summaries of insurance, asset schedules, certificates, and other related items accurately and on time.
• Inform and educate clients about exclusions, exposures, and additional lines of coverage available.
• Create and maintain accurate electronic file documentation and performance of responsibilities with clients and others in a manner that avoids potential errors and omissions.
• Actively engage in client risk management and claim processes, and facilitate communication/meetings between carrier, client, and agency personnel.
• Stay abreast of developments in the insurance industry and changes in coverage.
• Other duties requested by the agent and/or in accordance with TIS practices related to the successful retention and maintenance of client relationships. This may include some travel to client facilities when needed.

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.

TIS Insurance Services, Inc. is an independent, privately-owned insurance agency serving clients throughout the United States since 1945. With over 90 employees, TIS is one of the largest independently owned insurance agencies in Tennessee and is recognized nationally as a Top 100 Agency. We are a full-service agency providing commercial insurance, employee benefits, personal lines, surety bonds, and all types of risk mitigation products for businesses and individuals.  

Our goal is to provide our customers with superior service, broad coverage provided by highly rated insurance carriers, innovative technology, dependable claims advocacy, and loss prevention resources to mitigate claims. 

At TIS, we pursue our client’s best interests in everything we do. This principle of "Clients First" is the foundation of our company mindset and guides us in the way we do business.