Client Manager - Personal Lines

Client Manager - Personal Lines

Full-time

Department Name: Customer Service

Office Type: Remote

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities.

Job Description

As a Personal Lines Account Manager at Trucordia, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers.

Duties and Responsibilities:

• Responsible for the day-to day account management of an assigned book of business which may include client communication, policy changes, renewals, payments & claims.
• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Operate and maintain our agency management computer program.
• Keep informed of changes and trends within the industry for the purpose of anticipating and responding to client's needs.
• Actively close sales depending on the client's needs.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

Qualifications

• Valid Property and Casualty Insurance License
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
• Minimum 1 year of insurance industry experience servicing personal accounts
• Thorough knowledge of personal lines coverage and markets.
• Experience with a client management system. AMS360 preferred
• Experience with Excel and Word

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K