Personal Lines Account Manager

Trucordia; Bradenton (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K

Flexible PTO

11 Paid Holidays

Employee Assistance Program (EAP)

Life Insurance

AD&D

FSA / HSA

Commuter & Child Care FSA

Cancer Support Benefits

Job summary

Trucordia is looking for a motivated Personal Lines Account Manager in Bradenton to enhance customer service and drive sales. This role involves building relationships, generating new business, and maintaining high service standards within a supportive and dynamic team environment. Candidates must have a valid Florida insurance license and experience in the insurance sector.

Qualifications

• Knowledge of personal lines coverage and markets required.
• Ability to work in a team environment essential.

Responsibilities

• Generate new business through networking, referrals, and cold calling.
• Maintain and foster relationships with clients.
• Conduct business while providing exceptional customer service.

Skills

Organizational skills

Interpersonal skills

Communication skills

Education

Valid Florida State Insurance License

Minimum of 2 years insurance industry experience

Tools

AMS360

Microsoft Suite

Job description

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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 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 Summary

As a Personal Lines Account Manager at Trucordia, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers. We are seeking a driven and dynamic Personal Lines Account Manager responsible for generating new business and maintaining relationships with existing clients.

Duties And Responsibilities

• Generate new business by identifying and pursuing leads through various channels such as networking, referrals, and cold calling.
• Identify and develop crossing selling personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Maintain and foster relationships with clients.
• Review accounts and book of business to round out accounts.
• Conduct business in a manner that demonstrates an understanding of both the business while providing exceptional customer service.
  
  

Qualifications

• Valid Florida State Insurance License (220 General Lines Agent or 2044 Personal Lines Agent)
• Minimum of 2 years insurance industry experience
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
• Thorough knowledge of personal lines coverage and markets.
• Experience with a client management system, AMS360 as well as proficiency in Microsoft suite.
  
  

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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