What are the responsibilities and job description for the Personal Lines Account Manager / CSR position at Atlas Insurance Agency LLC?
About Us:
Atlas Insurance is a locally owned and operated independent agency dedicated to serving the Chattanooga community. We take pride in delivering exceptional service and tailored insurance solutions to meet our clients' needs. Our team values professionalism, integrity, and building personal relationships that make a difference.
About You:
You thrive on helping others succeed and believe that your individual success is tied to the team’s achievements. You are naturally empathetic, a great listener, and enjoy building relationships. You’re detail-oriented, committed to follow-through, and take pride in your ability to balance both people and task-focused responsibilities. You enjoy working with numbers, learning new things, and are comfortable using technology. If this sounds like you, we’d love to hear from you!
Job Responsibilities:
- Build and maintain strong relationships with clients, prospects, and insurance carriers via phone and email.
- Manage service requests, upcoming renewals, and pending cancellations.
- Stay knowledgeable of and adhere to carrier underwriting guidelines, policies, and procedures.
- Develop and maintain positive relationships with insurance company underwriters.
- Accurately document client and carrier interactions in the agency management system.
- Monitor daily reports for renewals, lapses, and policy changes.
- Provide prompt and professional responses to client inquiries.
- Maintain client files and facilitate communication between the agency and insurance carriers.
- Negotiate the best terms and coverages for clients during renewals and ensure policies are properly bound and documented.
- Review and approve or deny endorsement requests based on agency and carrier guidelines.
- Assist with additional office tasks as needed.
Qualifications:
- Must have an active Property & Casualty insurance license.
- Previous experience in personal lines insurance or customer service preferred.
- Strong customer service skills with a proactive, solutions-driven mindset.
- Ability to multitask and thrive in a fast-paced environment.
- Experience with agency management systems (preferred but not required).
Job Details:
- Job Type: Full-time
- Pay Range: $37,000 – $55,000 per year
- Benefits:
- 401(k) matching
- Health, dental, and vision insurance
- Paid time off
Work Location: In-person – Chattanooga, TN
How to Apply:
If you're looking for a dynamic team where you can grow and make a difference, apply today! Send your resume to HR@atlasinsurancetn.com
Job Type: Full-time
Pay: $37,000.00 - $55,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $37,000 - $55,000