Insurance Account Manager

Truliant Federal Credit Union; Winston-Salem (NC); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) matching

PTO

Paid holidays

Tuition reimbursement

Employee Assistance Program

Life insurance

Job summary

Truliant Federal Credit Union in Winston-Salem, NC is seeking an Account Manager I for its personal insurance team. You will support a designated group of accounts, coordinating with clients, carriers, and Insurance Agents to manage policy service requests from intake through completion.

You will document conversations, track deadlines, and identify opportunities for additional coverage or higher limits while staying current on rating products and agency processes through training and hands-on

Qualifications

• High school diploma or equivalent is required.
• North Carolina Property & Casualty license is required, or the exam must be passed within six weeks of attending the pre licensing program.
• Ability to work independently within established procedures, with consistent follow-up.
• Experience with Vertafore AMS360 is a plus.

Responsibilities

• Manage policy service requests from intake to completion, including binders, endorsements, coverage changes, cancellations, premium follow up, and requests for additional information.
• Keep clients, carriers, and agency partners informed through timely correspondence, organized follow up, and complete documentation of conversations and policy activity.
• Identify potential coverage needs, increased limits, referrals, and cross-sell opportunities, then connect clients with an Insurance Agent for guidance and next steps.
• Maintain current knowledge of rating products and agency processes, participate in training and development, and assist with projects that strengthen the client experience.

Skills

Customer service

Clear communication

Organization

Time management

Attention to detail

Multitasking

Documentation

Education

High school diploma or equivalent

NC Property & Casualty license

Tools

Outlook

Excel

Word

PowerPoint

OneNote

Job description

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.Why this role mattersAt Truliant Federal Credit Union, our insurance team helps clients protect what matters most through responsive service, accurate policy support, and thoughtful follow up. As an Account Manager I, you’ll help clients manage their personal insurance policies, resolve service needs, and receive professional, timely support throughout the life of their coverage.This is a great opportunity for someone who enjoys building trusted relationships, staying organized, and growing their knowledge and career in the insurance industry.What you’ll doIn this role, you’ll support a designated group of personal insurance accounts while partnering with clients, carriers, and Insurance Agents. You’ll balance responsive service, policy updates, careful documentation, organized follow up, and opportunities to connect clients with additional coverage support.Day to day, you’ll:Manage policy service requests from intake through completion, including binders, endorsements, coverage changes, cancellations, premium follow up, and requests for additional information.Keep clients, carriers, and agency partners informed through timely correspondence, organized follow up, and complete documentation of material conversations and policy activity.Identify potential coverage needs, increased limits, referrals, and cross sell opportunities, then connect clients with an Insurance Agent for guidance and next steps.Beyond that, your work will include maintaining current knowledge of rating products and agency processes, participating in training and development, and assisting with projects that strengthen the overall client experience.What you bringWe’re looking for someone who combines strong client service with accuracy, organization, and a genuine commitment to helping people. This role is a great fit if you communicate clearly, follow through on details, manage competing priorities, and stay focused on delivering timely, high quality insurance support.Required Experience:1+ years of insurance customer service experience, or equivalent financial services or credit union experience from which comparable knowledge and abilities have been acquired.Required Skills:Clear verbal and written communication skills, including the ability to respond professionally to clients, carriers, Insurance Agents, and internal partners.Strong organization, attention to detail, and time management skills, with the ability to track outstanding items and meet policy service deadlines.Ability to manage multiple requests in a fast paced and complex environment while adjusting priorities when needed.Proficiency with Microsoft Outlook, Excel, Word, PowerPoint, and OneNote, with the ability to learn and use insurance rating products and agency processes.Ability to document client and carrier conversations accurately, follow agency errors and omissions guidelines, and complete policy changes and service requests with care.A strong commitment to providing excellent service to Truliant’s internal and external members.Education/Certifications:High school diploma or equivalent is required.North Carolina Property & Casualty insurance license is required, or the exam must be passed within six weeks of attending the pre licensing program.You should also be comfortable working independently within established procedures, following up consistently, handling general office responsibilities, and asking questions when a client’s needs require additional guidance.What sets you apartYou don’t need to check every box, but here’s what will help you thrive in this role:Experience using the Vertafore AMS360 agency management system.Experience with personal lines policy servicing, carrier correspondence, insurance rating, referrals, or cross sell conversations.Familiarity with coverage changes, endorsements, binders, cancellations, premium collection, or suspense and follow up systems.What you’ll getWe believe in supporting our team members both professionally and personally.In this role, you can expect:Purpose driven work that helps Truliant clients protect what matters and move through insurance decisions with greater confidence.A collaborative environment where you’ll work with clients, carriers, Insurance Agents, and internal partners to provide consistent, responsive service.Opportunities to deepen your insurance knowledge through training, hands on policy experience, rating processes, and carrier relationships.A culture that values accuracy, follow through, professional care, and long term relationships with members and teammates.The chance to build a strong foundation in personal insurance account management while growing your career at Truliant Federal Credit Union.Ready to Apply?If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!As a member of the Truliant family, you will enjoy the following full time benefits:No-cost employee Medical, dental, vision coveragePrescription benefits (including mail order)Paid holidays and Paid Time Off (PTO)401(k) plan with contribution matchingPaid community involvement volunteers hoursPaid group life InsuranceTeammate loan discountsTuition reimbursementShort and long-term disabilityHealth & Wellness programTeledoc (physician video conferencing)Onsite fitness facilities or health club reimbursementEmployee Assistance Program (EAP)Medical flexible spending accountDependent care flexible spending account