Personal Lines Account Manager - Private Client

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Personal Lines Account Manager Regular Full-Time PR Cedar Rapids, IA, US 19 days ago Requisition ID: 1962 TrueNorth is hiring two Account Managers to join our Personal Lines department! These positions are open to candidates based in any of our office locations— Cedar Rapids, Des Moines, Rosemont (IL), or Denver (CO) . These roles are ideal for experienced personal lines professionals who are comfortable managing established books of business and delivering a high‑touch, proactive client experience. Account Managers in this group act as trusted advisors to their clients, handling renewals, coverage reviews, and ongoing service needs while building strong, long‑term relationships. TrueNorth uses our core values of Exceptionalism, Collaboration and Resourcefulness to serve our clients, colleagues and communities. Our ideal candidates are hungry, humble and smart! What TrueNorth Offers: TrueNorth offers a lineup of excellent benefits to all full‑time employees, including: Monthly Bonus Medical, Dental, Vision, Life, and Disability Insurance 401(k) with Company Contributions Responsible Time Off (RTO): Flexible time off with a required minimum to ensure rest and balance, plus 11 paid holidays Paid Volunteer Time Off and Donation Match Program Tuition reimbursement and paid certifications, licenses, designations Employee Assistance Program (EAP) and wellness program with financial incentives Hybrid Work Schedule $3,000 Referral Bonus Essential Job Functions: Proactively manage a personal lines book of business, supporting either a private client/high‑net‑worth portfolio or a well‑established personal lines client base, while meeting service standards, deadlines, and renewal timelines. Serve as the primary point of contact for clients—answering questions, explaining coverage, analyzing exposures, and recommending appropriate policy adjustments or additional coverages. Manage renewals and policy reviews by evaluating coverage options, negotiating with carriers, and ensuring programs align with clients’ evolving needs. Build and maintain strong relationships with clients, carrier partners, and internal teams to deliver a consistent, high‑quality client experience. Support organic client growth through referrals from existing clients, internal partners, and other approved sources; assist with the marketing and placement of new and renewal business as needed. Coordinate internal resources such as Claims, Legal, Marketing, Technology, and other teams to support clients throughout the full account lifecycle. Maintain accurate policy, renewal, and payment records while staying current on personal lines products, regulatory requirements, and market trends. Collaborate with producers, service teams, and regional offices to ensure alignment on processes, workflows, and client strategies; travel to clients or carrier partners as needed. Continuously identify opportunities to improve workflows, efficiency, and overall client experience while supporting special projects and client‑specific initiatives. Credentials: High School diploma or GED required. Two or four‑year degree preferred. P&C license required Experience working in personal lines insurance required One year of experience with agency management system or CRM preferred, preferably EPIC. Proficient with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions. Prior customer service experience required. Skills: Strong organizational and time management skills Ability to prioritize workload Extremely accurate and detail‑oriented Strong and professional verbal and written communication skills Strong problem‑solving skills Understand and maintain fiduciary responsibility for company and client Ability to work independently Strategic thinking Relationship management Strong work ethic TrueNorth makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws. #J-18808-Ljbffr Truenorth-Companies