Join a High-Energy, Client-Centric Team!

We are a fast-growing personal lines insurance agency that has been making a significant impact across Tennessee over the past five years. Our team thrives on ambition, teamwork, and a strong dedication to both personal and professional growth. Operating in a vibrant, high-energy office, we embrace every new day as an opportunity for success. Guided by our motto, "Your attitude, not your aptitude, determines your altitude," we approach challenges with confidence and a growth mindset.

If you’re seeking a role where your efforts are valued, your achievements celebrated, and your potential for growth is limitless—this is the place for you. We reward hard work, foster personal development, and ensure your contributions make a difference.

About the Role:

We are looking for a Personal Lines Client Service Representative to play a pivotal role in our daily operations. In this position, you’ll oversee client relations, handle policy processes, and support our sales team.

You’ll be the first point of contact for clients, ensuring their needs are met with urgency and care.

If you’re organized, customer-focused, and ready to thrive in a fast-paced environment, this role is your chance to shine!

What You’ll Do:

Manage client relations, claims, policy changes, and billing issues with exceptional care.
Prepare and deliver important documents to clients and mortgage companies.
Provide outstanding customer service by promptly responding to inquiries via phone, email, and text.
Support the client onboarding process to create positive experiences and improve retention.
Interact with clients to manage accounts and resolve challenges effectively.
Assist the sales team with administrative tasks and maintain CRM accuracy.
Actively promote and sell insurance products using consultative sales techniques.
Analyze and meet established client retention rates by contacting clients during renewals.
Meet or exceed individual sales targets and KPIs consistently.
Perform other duties as assigned to support our mission of excellent service.

Who We’re Looking For:

At least 3 years of property and casualty insurance experience.
Property and Casualty License strongly preferred.
High School diploma or equivalent required; Bachelor’s degree preferred.
Proficiency in CRM tools and the Microsoft Office Suite.
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.

Why Join Us:

Competitive compensation and bonus opportunities.
Comprehensive benefits, including 401(k), health insurance, dental, vision, and life insurance.
Flexible paid time off and 10 company paid holidays
A team-driven culture focused on success and professional growth.
Ongoing training, professional development, and support to help you grow in your career

PHYSICAL DEMANDS:

Ability to work in a traditional professional office setting or remote equivalent
Prolonged periods of sitting at a desk and working on a computer
Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
Work schedule may vary and is determined by project schedules
Ability to efficiently operate all job-related office equipment
Ability to communicate via telephone, computer and work in virtual teams
Must be able to lift up to 15 pounds at a time
Ability to travel using personal vehicle to other office locations as needed

Southwestern Insurance Group

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Southwestern Insurance Group | Personal Lines Customer Service Representative