Client Manager – Personal Lines
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Job Description
Personal Lines Account Manager responsible for account management and client communication at Trucordia. Identifying and developing insurance opportunities while ensuring exceptional customer service.
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.
Requirements:
- 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
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
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