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Client Manager - Personal Lines - Remote

Posted Yesterday
Sales / Business
Full Time
OR, USA
$20 - $25/hour

Overview

As a Personal Lines Account Manager at Trucordia, you will be responsible for managing client accounts, providing exceptional customer service, and identifying new insurance opportunities.

In Short

  • Manage day-to-day account activities for personal lines insurance.
  • Communicate with clients regarding policy changes, renewals, and claims.
  • Identify and develop new insurance opportunities.
  • Utilize agency management software to maintain client records.
  • Stay informed on industry trends to meet client needs.
  • Close sales based on client requirements.

Requirements

  • Valid Property and Casualty Insurance License.
  • Excellent organizational and interpersonal skills.
  • Minimum 1 year of experience in the insurance industry.
  • Knowledge of personal lines coverage and markets.
  • Experience with a client management system (AMS360 preferred).
  • Proficient in Excel and Word.

Benefits

  • Medical, Dental, and Vision insurance.
  • Life Insurance and AD&D.
  • Flexible Spending Account (FSA) / Health Savings Account (HSA).
  • 401K plan.
  • 11 Paid Holidays and Flexible PTO.
  • Pet Insurance.
Trucordia logo

Trucordia

Trucordia is an innovative insurance brokerage that has emerged from a collection of successful businesses across the United States. With a commitment to delivering exceptional experiences and opportunities, Trucordia has rapidly grown to become one of the fastest-growing companies in the U.S., boasting over 5,000 team members in 200 offices nationwide. The company values a culture of care, collaboration, leadership, results-orientation, and celebration of achievements, ensuring that both individual and collective successes are recognized. Trucordia focuses on building strong relationships with clients, providing tailored insurance solutions, and making a positive impact in the communities it serves.

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