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Life & Health Accounts Manager

Nelson Insurance Agency, Inc. 

We are a locally owned independent insurance agency located off I-64, at the Hurstbourne Parkway exit in Jeffersontown.  In business since 1975 – please check out our website at to learn more about us.

What we Offer-Benefits:

  • Earned PTO days for vacation or sick time
  • Available - Dental, Health, Vision, Life, & Disability Insurance
  • Flexible Spending Account
  • Simple IRA

Job duties include:

  • Assist Clients with - billing questions and claims issues
  • Interact with insurance companies and third parties regarding policy amendments or coverage questions
  • Maintain client data and policy applications within the agency management system
  • Issue temporary ID cards and Plan information to New or Renewal clients
  • Process New Business and/or Renewal policies including plan changes, collecting data from insured and uploading information to carriers for quotes
  • Prepare proposals, spreadsheets, and any additional documentation for presentation

Job Requirements:

  • Computer Skills (including Word, Power Point and Excel), with a knowledge of the Agency Management System – Applied TAM preferred but not required
  • Detail oriented
  • Professional telephone skills
  • Collaborate with agents and Insurance reps from a variety of companies
  • High School diploma and/or GED requirement
  • Ability to learn and navigate insurance company websites


  • Life & Health Insurance - 1 years, preferred but not required

Job Type:  Full-time; Monday-Friday 8:30-5

License:  Life & Health Insurance, State issued license


Nelson is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.