What are the responsibilities and job description for the Personal Account Manager position at Trucordia?
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.
3-5 years of Industry Experience (preferred) servicing personal accounts within an insurance agency.
Thorough knowledge of personal lines coverage and markets.
Experience with a client management system: AMS360 preferred
Experience with Excel and Word
Please see our company Benefits:
Medical, Dental, Vision
Life and AD&D insurance
FSA / HSA
Commuter & Child Care FSA
Cancer Support Benefits
Pet Insurance
Accident & Critical Illness
Hospital Indemnity
Employee Assistance Program (EAP)
11 Paid Holidays
Flexible PTO
401K
Job Title: Personal Lines Account Manager
Field Office Name & Location: Insurance Associates of the Triad
Office Type: Hybrid
Job Type: Full Time
Contacts: Rocio Mendez (Rocio.Mendez@Trucordia.com) and Zac Beane (zac@iatriad.com)
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.
