Personal Lines Account Manager - Private Client

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Regular Full-Time PR Cedar Rapids, IA, US

True North is hiring a Private Client
Account Manager to join our Personal Lines
department! This position is open to candidates based in any of our office locations—
Cedar Rapids, Des Moines, Rosemont (IL), or Denver (CO). This role is ideal for experienced personal lines professionals who are comfortable managing an established book of high-net-worth clients and delivering a high‑touch, proactive client experience. Account Managers on this team act as trusted advisors to their clients, handling renewals, coverage reviews, and ongoing service needs while building strong, long‑term relationships. True North uses our core values of Exceptionalism, Collaboration and Resourcefulness to enthusiastically serve our clients, colleagues and communities.

Our ideal candidates are hungry, humble and smart!

About True North Companies:

Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For 25 years, True North has met our clients' needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of risk management, employee benefits and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities. Come join our amazing team!

What True North Offers:

True North offers a lineup of excellent benefits to all full-time employees, including:

• 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 private client/high-net-worth book of clients 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 …
• 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…