Account Manager

Trucordia; Layton (UT); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K

Flexible PTO

Job summary

A growing insurance brokerage in Layton, Utah seeks a Personal Lines Account Manager to join their team. In this role, you will manage client accounts, ensure exceptional service, and interact with both clients and insurance carriers. Ideal candidates possess a valid Property and Casualty Licensure and experience in personal lines. The role offers a compensation range of $50,000 to $65,000 based on experience, with comprehensive benefits including medical, dental, and flexible PTO.

Qualifications

• Experience in personal lines insurance.
• Developing knowledge of personal lines insurance markets.
• Excellent communication skills required.

Responsibilities

• Partner with producers to bind and secure renewals and new business.
• Handle client requests for endorsements and general questions.
• Advise clients on coverage options and policy changes.

Skills

Interpersonal skills

Knowledge of personal lines insurance

Ability to manage concurrent workflow

Education

Valid State Property and Casualty Brokers License

Tools

AMS360

Job description

Company Description

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 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 across 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

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.

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

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

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

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 Description

As a Personal Lines Account Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our Personal Lines customers. The Personal Lines Account Manager will play a crucial role in the insurance industry, acting as a liaison between the Client and the Carrier.

Duties And Responsibilities

• Partner with producers to bind and secure renewals and new business.
• Handle client requests for endorsements to policies, certificates of insurance, and high-level general questions.
• Regular interaction with clients both on the phone and via email.
• Handle all servicing aspects of an existing book of business as well as market new business.
• Advise and assist clients by explaining coverage options / exclusions; making coverage recommendations; requesting policy changes and assisting with the needs of the client.

Qualifications

• Valid State Property and Casualty Brokers License
• Experience in personal lines
• Must possess a developing knowledge of personal lines insurance markets and understand the supplemental insurance marketplace.
• Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow.
• Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.
• Experience with AMS360 preferred.

Additional Information

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

Compensation

$50,000- $65,000 Dependent on Experience

EEO Statement

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.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Other

Industries

• Insurance