Job Description

About Us

Martin & Zerfoss, Inc. is an independent insurance firm in Nashville, TN. We specialize in all areas of Personal, Commercial, Bonds, Affluent Lines, Professional Liability Insurance, and Benefits & HR Consulting. From our small beginnings in 1978 to the great staff of professionals with us today, we have always believed in the value of relationship. We are excited to have another talented individual join our team.

About the Role

Martin & Zerfoss, Inc. is seeking a Personal Lines Account Manager for a full-time role in Nashville, TN. Note: this is a non-sales role. The position has a hybrid work arrangement, with 2 days in-office and 3 days WFH after the initial in-person training period. In this role, the Personal Lines Account Manager will:

• 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/Honesty, Proactive Problem Solver, Empathy, Strong Work Ethic, Team Player.

About you

• High level of personal lines insurance knowledge in both middle market and high net worth
• Tennessee P&C Insurance License
• 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.
• Bachelor’s degree in Risk Management or other related field desired, but not required
• Insurance designations are a plus
• High degree of professionalism along with excellent business writing and communication skills.
• Team player that contributes to a positive work culture

Perks

Salary range between $55,000 - $75,000/ year commensurate with experience

Hybrid work schedule

20 days of PTO to start

10 paid holidays

Comprehensive benefits package including medical, dental, vision, life, short- and long-term disability, 401k and a variety of other benefits

Continuing education

Equal Opportunity Employer

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over

sponsorship of an employment Visa at this time.

No third-party inquiries, please.

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