What are the responsibilities and job description for the Account Manager I position at Southwestern Companies?
ABOUT US:
Southwestern Insurance Group was founded on the idea that insurance can be more than just an afterthought, but rather an important part of your life. That’s why we bring you personalized service and quality coverage options so we can work to exceed your highest expectations. We’re here to be your trusted insurance advisors so you can live your life knowing you have the protection and peace of mind you need to carry on. And, most importantly, we want to build a meaningful relationship with you, your family, and your business in the work that we do.
JOB SUMMARY:
The Account Manager I is responsible for managing all post-sale servicing for assigned sales agents’ books, including advanced service issues, cancellation prevention, and retention conversations. This position leads monoline renewal review efforts with confidence, make sure clients are offered optimal coverage, competitive pricing, and personalized recommendations. The Account Manager I identifies and pursues cross-sell, upsell, and referral opportunities within assigned accounts. This position processes policy rewrites and coordinates with underwriting or carriers to resolve complex client issues. The Account Manager I reports to the Client Service Manager and provides excellent service to team members and external customers while demonstrating the company values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
- Manage all post-sale servicing for assigned sales agents’ books, including advanced service issues, cancellation prevention, and retention conversations
- Lead monoline renewal review efforts with confidence, make sure clients are offered optimal coverage, competitive pricing, and personalized recommendations
- Identify and pursue cross-sell, upsell, and referral opportunities within assigned accounts
- Process policy rewrites and coordinate with underwriting or carriers to resolve complex client issues
- Act as the main point of contact for clients post-sale, building long-term relationships through value-driven service and communication
- Maintain CRM accuracy, ensuring documentation of all account interactions, recommendations, and outcomes
- Track and improve individual metrics related to retention, cross-sells, and client satisfaction
- Proactively monitor book health, notify agents of account trends or risk concerns, and implement preventative strategies
- Support and collaborate with CSR team members by guiding client issues to resolution
- Maintain full awareness of carrier guidelines, market trends, and internal service standards
- Perform other duties as assigned
REQUIRED QUALIFICATIONS:
- High School diploma or equivalent required; Bachelor’s degree preferred.
- 3 years of property and casualty insurance experience
- Property and Casualty License required
- Proficiency in CRM tools and the Microsoft Office Suite.
- Proven ability to handle policy rewrites, cancellations, and renewal conversations with confidence
- Comfortable reviewing policy details, identifying gaps, and explaining coverage in plain language
- Excellent organizational skills with a proven ability to manage multiple tasks
- Exceptional communication and interpersonal skills to build strong client relationships
- A detail-oriented, problem-solving mindset with high standards of professionalism
- Self-motivated and enthusiastic with a strong work ethic
- Able to thrive in a collaborative team environment and maintain a positive attitude under pressure
- Comfortable working in a fast-paced setting with a strong sense of urgency