TrueNorth Companies
Account Manager - Personal Lines
TrueNorth Companies, Cedar Rapids, Iowa, United States, 52404
Do you have experience in Personal Lines insurance and a passion for delivering exceptional customer service while building lasting relationships? TrueNorth Companies is looking for a skilled and driven
Account Manager
to join our
Personal Lines
team at our
Cedar Rapids, IA
office!
About TrueNorth Companies:
Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth 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 TrueNorth Offers:
TrueNorth offers a lineup of excellent benefits to all full-time employees, including:
Annual BonusMedical, Dental, Vision401k with Company ContributionsResponsible Time Off (PTO)11 Paid HolidaysCompany-paid Life and Disability CoveragePaid Volunteer Time OffDonation Match ProgramTuition ReimbursementEmployee Assistance Program (EAP)Wellness Program with Financial Incentives/DiscountsHybrid Work ScheduleAs a Personal Lines Account Manager, your primary role is to ensure high client retention by delivering outstanding customer service. This includes staying informed about changes in clients’ lives that could affect their risk exposure and insurance needs, performing annual reviews of their coverage, negotiating with carriers, and advising clients on suitable coverage options, limits, and risk management strategies. Additional responsibilities may include handling inbound sales and providing claims support.
This role is ideal for someone who thrives in a fast-paced, multitasking environment. You will work closely with both clients and carriers, providing comprehensive service. As a client-facing position, it requires a polished, professional demeanor in both appearance and communication.
Essential Job Functions:
Accurately manage client accounts and ensure all deadlines are metAssist producer in marketing and placing new business and/or renewal business while maintaining process per workflowsSeek opportunities and take steps to increase knowledge of industry, regulatory requirements, tools and resources available to assist clientsAnswer questions from producer and the service teams regarding accountsCommunicate with the clients and answer questions regarding provided policies and/or servicesBuild and maintain strong, long-lasting relationships with clients and carriers, both internal and externalTravel or visit insurance companies and/or clients, when necessaryContinuously seek to identify opportunities & solutions that allow for a more effective and efficient delivery of a top-quality client experienceServe as a subject matter expert for niche specializationCoordinate & direct firm resources - Claims, Legal, Safety, Marketing, Technology, etc.Manage book of business with pro-active client service approachRound out coverage for accounts in collaboration with the service team or independently, as assignedPerform other duties as assignedCredentials:
High School diploma or GED required, two or four-year degree preferred3+ years of demonstrated insurance experience managing commercial accounts either at a carrier or agency is requiredP&C Insurance license requiredExperience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functionsUnderstand the different processes/forms associated with the varying coverages and insurersExperience working with EPIC Agency Management Software preferredSkills:
A Strong organizational and time management skillsAbility to prioritize workloadExtremely accurate and detail-orientedStrong and professional verbal and written communication skillsStrong problem-solving skillsUnderstand and maintain fiduciary responsibility for company, client, and producerAbility to work independentlyStrategic thinkingRelationship managementStrong work ethic
Why TrueNorth?
We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture.
TrueNorth is honored to be recognized by Inc 5000's as a Fastest Growing Company!
Click here to view a video about TrueNorth's Core Values & what they mean to us.
TrueNorth makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.
Apply today!
Account Manager
to join our
Personal Lines
team at our
Cedar Rapids, IA
office!
About TrueNorth Companies:
Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth 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 TrueNorth Offers:
TrueNorth offers a lineup of excellent benefits to all full-time employees, including:
Annual BonusMedical, Dental, Vision401k with Company ContributionsResponsible Time Off (PTO)11 Paid HolidaysCompany-paid Life and Disability CoveragePaid Volunteer Time OffDonation Match ProgramTuition ReimbursementEmployee Assistance Program (EAP)Wellness Program with Financial Incentives/DiscountsHybrid Work ScheduleAs a Personal Lines Account Manager, your primary role is to ensure high client retention by delivering outstanding customer service. This includes staying informed about changes in clients’ lives that could affect their risk exposure and insurance needs, performing annual reviews of their coverage, negotiating with carriers, and advising clients on suitable coverage options, limits, and risk management strategies. Additional responsibilities may include handling inbound sales and providing claims support.
This role is ideal for someone who thrives in a fast-paced, multitasking environment. You will work closely with both clients and carriers, providing comprehensive service. As a client-facing position, it requires a polished, professional demeanor in both appearance and communication.
Essential Job Functions:
Accurately manage client accounts and ensure all deadlines are metAssist producer in marketing and placing new business and/or renewal business while maintaining process per workflowsSeek opportunities and take steps to increase knowledge of industry, regulatory requirements, tools and resources available to assist clientsAnswer questions from producer and the service teams regarding accountsCommunicate with the clients and answer questions regarding provided policies and/or servicesBuild and maintain strong, long-lasting relationships with clients and carriers, both internal and externalTravel or visit insurance companies and/or clients, when necessaryContinuously seek to identify opportunities & solutions that allow for a more effective and efficient delivery of a top-quality client experienceServe as a subject matter expert for niche specializationCoordinate & direct firm resources - Claims, Legal, Safety, Marketing, Technology, etc.Manage book of business with pro-active client service approachRound out coverage for accounts in collaboration with the service team or independently, as assignedPerform other duties as assignedCredentials:
High School diploma or GED required, two or four-year degree preferred3+ years of demonstrated insurance experience managing commercial accounts either at a carrier or agency is requiredP&C Insurance license requiredExperience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functionsUnderstand the different processes/forms associated with the varying coverages and insurersExperience working with EPIC Agency Management Software preferredSkills:
A Strong organizational and time management skillsAbility to prioritize workloadExtremely accurate and detail-orientedStrong and professional verbal and written communication skillsStrong problem-solving skillsUnderstand and maintain fiduciary responsibility for company, client, and producerAbility to work independentlyStrategic thinkingRelationship managementStrong work ethic
Why TrueNorth?
We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture.
TrueNorth is honored to be recognized by Inc 5000's as a Fastest Growing Company!
Click here to view a video about TrueNorth's Core Values & what they mean to us.
TrueNorth makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.
Apply today!