Personal Lines Client Manager

Overview

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.

• 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.

• Valid State Insurance License
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
• Experience servicing personal accounts within an insurance agency.
• Thorough knowledge of personal lines coverage and markets.
• Experience with a client management system. AMS
  360 preferred
• Experience with Excel and Word

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

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law.

Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies:
Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.