Personal Lines Account Manager

TrueNorth Companies LLC; Denver, Northern (CO, KY); Hybrid; USD 65,000 - 100,000; Full time

Benefits offered by this job

Bonus Opportunities

401(k) with Company Contributions

Flexible time off with minimum balance

11 paid holidays

Volunteer Time Off / Donation Match

Tuition reimbursement / certifications

Employee Assistance Program

Hybrid Work Schedule

Referral Bonus

Job summary

TrueNorth Companies LLC is hiring a Private Client Account Manager for our Personal Lines department. This role supports a high-net-worth client base with a proactive, high-touch approach across renewals, coverage reviews, and service needs.

The position is open to candidates at Cedar Rapids, Des Moines, Rosemont (IL), or Denver (CO) with a hybrid work schedule, strong client relationships, and a focus on delivering exceptional service and growth opportunities.

Qualifications

• High School diploma or GED required.
• Two- or four-year degree preferred.
• P&C license required.
• Experience working in personal lines required.
• Private client experience required.
• One year with agency management system or CRM preferred, EPIC preferred.
• Proficient with Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Prior customer service experience required.

Responsibilities

• Proactively manage a private client/high-net-worth book while meeting service standards and renewal timelines.
• Serve as primary client contact—answer questions, explain coverage, analyze exposures, and recommend coverages.
• Manage renewals and policy reviews; negotiate with carriers to align with client needs.
• Build and maintain strong client, carrier, and internal relationships for a high-quality experience.
• Support client growth through referrals; assist with marketing and placement of new/renewal business.
• Coordinate internal resources to support clients throughout the account lifecycle.
• Maintain accurate policy, renewal, and payment records; stay current on personal lines trends.
• Travel to clients or carrier partners as needed; align processes with workflows.
• Identify opportunities to improve workflows and client experience.

Skills

Strong organizational skills

Time management

Communication skills

Relationship management

Strategic thinking

Independent work

Problem solving

Education

High School diploma or GED

Two- or four-year degree preferred

P&C license required

Experience in personal lines

Private client experience

Tools

EPIC CRM

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Job description

TrueNorth is hiring a Private Client Account Manager to join our Personal Linesdepartment! This position is open to candidates based in any of our office locations—Cedar Rapids, Des Moines, Rosemont (IL), or Denver (CO). This role is ideal for experienced personal lines professionals who are comfortable managing an established book of high-net-worth clients and delivering a high‑touch, proactive client experience. Account Managers on this team act as trusted advisors to their clients, handling renewals, coverage reviews, and ongoing service needs while building strong, long‑term relationships. TrueNorth uses our core values of Exceptionalism, Collaboration and Resourcefulness to enthusiastically serve our clients, colleagues and communities. Our ideal candidates are hungry, humble and smart!

About TrueNorth Companies

Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For 25 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:

• Bonus Opportunities
• Medical, Dental, Vision, Life, and Disability Insurance
• 401(k) with Company Contributions
• Responsible Time Off (RTO): Flexible time off with a required minimum to ensure rest and balance, plus 11 paid holidays
• Paid Volunteer Time Off and Donation Match Program
• Tuition reimbursement and paid certifications, licenses, designations
• Employee Assistance Program (EAP) and wellness program with financial incentives
• Hybrid Work Schedule
• $3,000 Referral Bonus

Essential Job Functions

• Proactively manage a private client/high‑net‑worth book of clients while meeting service standards, deadlines, and renewal timelines.
• Serve as the primary point of contact for clients—answering questions, explaining coverage, analyzing exposures, and recommending appropriate policy adjustments or additional coverages.
• Manage renewals and policy reviews by evaluating coverage options, negotiating with carriers, and ensuring programs align with clients’ evolving needs.
• Build and maintain strong relationships with clients, carrier partners, and internal teams to deliver a consistent, high‑quality client experience.
• Support organic client growth through referrals from existing clients, internal partners, and other approved sources; assist with the marketing and placement of new and renewal business as needed.
• Coordinate internal resources such as Claims, Legal, Marketing, Technology, and other teams to support clients throughout the full account lifecycle.
• Maintain accurate policy, renewal, and payment records while staying current on personal lines products, regulatory requirements, and market trends.
• Collaborate with producers, service teams, and regional offices to ensure alignment on processes, workflows, and client strategies; travel to clients or carrier partners as needed.
• Continuously identify opportunities to improve workflows, efficiency, and overall client experience while supporting special projects and client‑specific initiatives.

Credentials

• High School diploma or GED required.
• Two or four-year degree preferred.
• P&C license required
• Experience working in personal lines insurance required
• Private client experience required
• One year of experience with agency management system or CRM preferred, preferably EPIC.
• Proficient with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
• Prior customer service experience required.

Skills

• Strong organizational and time management skills
• Ability to prioritize workload
• Extremely accurate and detail-oriented
• Strong and professional verbal and written communication skills
• Strong problem-solving skills
• Understand and maintain fiduciary responsibility for company and client
• Ability to work independently
• Strategic thinking
• Relationship management
• Strong work ethic

In compliance with Colorado’s Equal Pay for Equal Work Act (EPEWA) and the Illinois Pay Transparency Law, we are disclosing the compensation, or a range thereof, for this role since it could be performed in Colorado or Illinois.

• Hiring Range:This position is an Exempt role with a compensation of $65,000-100,000 with monthly bonus opportunities. The pay will vary depending on your location, skills, and experience.

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 the Corridor Business Journal as one of the Coolest Places to Work!

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.