Personal Lines - Account Manager

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unrivaled opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members in 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.

3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?

4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.

5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Summary:
As a Personal Lines Account Manager at Trucordia, you will play a crucial role in assisting clients with inquiries and issues, ensuring high levels of satisfaction. You will be responsible for managing personal insurance accounts and driving sales through effective communication and negotiation skills. Your core skills in insurance sales and policyholder service will be essential in meeting goals and providing excellent customer service. The Personal Lines Account Manager will have the opportunity to expand the client base and cater to a diverse customer demographic. Your relevant skills in marketing and customer service will further enhance the overall client experience.

Duties and Responsibilities:

• Analyze personal insurance needs and recommend insurance products.
• Manage a designated book of business.
• Proactively remarket existing lines of business to retain clientele.
• Responsible for managing policy changes and renewals.
• Maintain carrier relationship with assigned marketing territory representatives.
• Develop new business accounts as well as new business development through commercial leads.
• Manage marketing communications for existing business management of audits requested by carriers.

Qualifications:

• Valid Pennsylvania state Property & Casualty Insurance License.
• Experience in personal lines insurance within a brokerage firm.
• Good understanding of all coverages and related laws, codes, regulations; all aspects of marketing process; commercial insurance rating, insurance terminology, and concepts; insurance company operations and their relations to the sales/marketing process as well as policy structure and content.
• Have excellent time management skills, thrive in a team environment and technology & computer proficiency including agency management systems.
• Outstanding communication, written and verbal skills and ability to work well in a team environment.

Benefits:

• Medical, Dental, Vision
• Life Insurance
• AD&D
• 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

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.