Commercial Lines Account Pro - Client-Focused Growth

About Boxwood Insurance Group A company is only as good as the people behind it. We are always interested in meeting talented individuals who want to progress their careers and make a difference in our business. We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business—delivering results to our clients and driving our company to success. We make it our job to treat them well. We recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Commercial Insurance Liaison We are seeking a qualified, self‑motivated individual to serve as the day‑to‑day liaison between insurance companies, agents, and clients. This role handles inside service work associated with commercial accounts including coverage issues, endorsements, renewals, policy checking, binding, and marketing support. Location: Franklin, TN 37069 | In‑Office | Full‑Time Compensation: $45,000‑$55,000 depending on experience level + Bonus opportunity Key Responsibilities Build and maintain strong client relationships. Process and record new insurance policies and claims. Maintain client files in the Agency Management System for all transactions. Correspond with insureds and agents regarding account status and changes. Prepare proposals and applications and follow up for timely responses. Provide technical service and expertise during new business and renewal processes. Assist with quoting, marketing, and gathering underwriting information. Prepare renewal and new business proposals and presentations. Bind coverage, issue certificates, and request endorsements. Analyze policies for accuracy based on presented proposals. Follow agency procedures and utilize integrated software systems. Collaborate with Senior Account Executives on complex accounts. Qualifications Strong written and verbal communication skills. Highly organized and detail‑oriented. Ability to manage multiple tasks independently. Comfortable working in agency management and insurance systems. Prior administrative or insurance experience preferred. Must obtain Property & Casualty License (current license preferred). Proficiency in Microsoft Office Suite. 401(K) with matching Health Insurance Vision Insurance Holidays, Vacation, and Sick Leave Long‑Term and Short‑Term Disability Professional growth and advancement opportunities Education & Licensing Active Tennessee Property & Casualty Insurance License Jr. Account Executive This is an entry point into a long‑term career in personal lines insurance, not just a support role. The Jr. Account Executive works closely with our Account Executives to manage day‑to‑day service work while also building the skills needed to eventually manage their own book of business. We’re looking for someone who is proactive, detail‑oriented, and takes ownership—someone who wants to grow into a Personal Account Executive role over time. Location: Franklin, TN 37069 | In‑Office | Full‑Time Compensation: Competitive base salary based on experience + Performance‑based bonus opportunities + 401(K) with employer contribution + Medical, dental, and vision insurance + Life insurance + short‑term & long‑term disability + Health Savings Account (HSA) + Paid time off + 10 paid holidays + Paid training and continuing education + Growth opportunities within a rapidly expanding agency Key Responsibilities Assist Account Executives with servicing a book of personal lines clients. Communicate with clients regarding policy changes, billing questions, and general inquiries. Deliver a responsive, high‑touch client experience. Process daily download reports and review policy changes. Handle endorsements and maintain accurate policy updates. Update and manage client billing accounts. Communicate directly with underwriting and carrier service centers. Support internal workflows to ensure timely and accurate service. Begin managing a small book of business. Build foundational knowledge of coverages, carriers, and client needs. Knowledge, Skills & Abilities At least 1 year of personal lines insurance experience. AMS360 experience preferred. Strong communication and customer service skills. Highly organized with strong attention to detail. Proactive and takes ownership of responsibilities. Positive, team‑oriented mindset. Strong work ethic and desire to grow. Comfortable working in a fast‑paced environment. Personal Lines New Business Coordinator The Personal Lines New Business Coordinator supports the Personal Lines team by assisting with prospect intake, data entry, property and risk research, rating, and carrier quoting. This person helps ensure that each new business opportunity is complete, accurate, and ready for review by the appropriate Account Executive or Client Risk Advisor. This role may also assist with remarketing current client accounts to alternate carriers when needed. This includes helping gather updated information, researching risk details, entering information into rating platforms, and supporting the team in obtaining competitive carrier options for renewal reviews. This is a great opportunity for someone who is detail‑oriented, organized, comfortable working in multiple systems, and interested in growing within personal lines insurance. Key Responsibilities Prospect Intake & Information Gathering Gather information from prospective clients in a professional and welcoming manner. Collect details needed for quoting, including home, auto, driver, prior insurance, and coverage information. Ask follow‑up questions to help ensure files are complete and accurate. System Entry & File Setup Enter prospect information into InsuredMine. Help maintain organized prospect and quote files. Document notes, missing information, underwriting concerns, and file updates clearly. Property & Risk Research Research property and risk details such as year built, square footage, roof information, ownership details, vehicle information, and other underwriting factors. Identify missing information or potential concerns that may impact quoting. Organize research findings for Account Executive or Client Risk Advisor review. Enter accurate information into PL Rater and carrier systems. Prepare home, auto, umbrella, and other personal lines quotes for review. Help ensure quote details match the information provided by the prospect. Support the team in moving new business opportunities through the quoting process in a timely manner. Current Client Remarketing Support Assist with remarketing current client accounts to alternate carriers when needed. Help gather updated information for renewal reviews and remarketing opportunities. Enter updated information into PL Rater and/or carrier systems. Help prepare alternate carrier quotes for Account Executive review. Team Support & Communication Communicate clearly with Account Executives, Client Risk Advisors, and leadership regarding quote and remarket file status. Help prioritize new business and remarketing opportunities based on urgency and team direction. Support a team‑first culture by being proactive, reliable, and willing to help where needed. What We Are Looking For The ideal candidate is organized, dependable, detail‑oriented, and eager to learn. This person should enjoy working behind the scenes to make sure information is accurate, files are complete, and processes run smoothly. Knowledge, Skills & Abilities Prior personal lines insurance experience preferred. Active Tennessee Property & Casualty Insurance License preferred, or willingness to obtain. Experience with AMS360, InsuredMine, PL Rater, or carrier rating platforms preferred. Strong attention to detail and accuracy. Strong written and verbal communication skills. Comfortable working in multiple systems and carrier portals. Ability to manage multiple tasks and deadlines. Professional and client‑focused communication style. Self‑starter who is willing to ask questions, think critically, and take ownership of assigned tasks. Familiarity with personal lines products, including home, auto, umbrella, flood, and excess liability, is a plus. 401(K) with matching Health Insurance Vision Insurance Holidays, Vacation, and Sick Leave Long‑Term and Short‑Term Disability Professional growth and advancement opportunities Why Join Boxwood? At Boxwood, we are intentional about both the client experience and the team experience. We are looking for someone who wants to be part of a growing independent agency that values responsiveness, relationships, professionalism, and doing things the right way. This role is a great fit for someone who wants to contribute to a high‑performing team, learn the new business and remarketing process from the ground up, and grow within the Personal Lines department. #J-18808-Ljbffr Boxwood Insurance Group