Account Manager I

Job Description

Job Description

About Us :

Sunstar Insurance Tennessee is a client-focused, community-driven insurance agency

dedicated to providing exceptional service and tailored coverage solutions. We pride

ourselves on building long-term relationships and delivering peace of mind through expert

guidance and personalized care.

Job Summary :

The Personal Lines Account Manager is responsible for managing and servicing a book of

personal insurance clients. This role involves maintaining strong relationships, handling

renewals, processing policy changes, filing and managing claims and providing information

and advice on coverage options.

Key Responsibilities :

Serve as the primary point of contact for personal lines clients unless otherwise stated by

the Risk Advisor

Monitor and maintain expiration reports and relay renewal information to the insured

Handle escalated service issues and act as a liaison between client and carrier

Review and process policy renewals, endorsements, rewrites, cancellations, and

reinstatements

Process applications and provide quotes and coverage recommendations for auto, home,

umbrella, and other personal insurance products

Cross-sell additional lines of coverage and identify opportunities for account-rounding

Resolve billing issues

Report claims to the carrier, follow up, and assist client if problems exist

Maintain accurate client records in the agency management system

Collaborate with carriers to ensure timely and accurate policy issuance

Prepare premium finance agreements if requested

Transact policy premium actions in the agency management system including new

business, renewals, payments, refunds, and adjustments as needed

Stay current on industry trends, carrier guidelines, and regulatory changes

Support agency growth through referrals and retention eorts

Perform in a manner that will prevent errors & omissions

Comply with continuing education requirements by the state for insurance license

renewals