Personal Lines Account Manager - Private Client

TrueNorth Companies, L.C.; West Des Moines (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Monthly Bonus

Medical, Dental, Vision Insurance

401(k) with Company Contributions

Responsible Time Off

Paid Volunteer Time Off

Tuition Reimbursement

Employee Assistance Program (EAP)

Job summary

A leading insurance firm is seeking an experienced Account Manager to manage personal lines, nurturing client relationships and ensuring high-quality service in West Des Moines. Responsibilities include handling a book of business, policy reviews, and client support. Candidates should possess a P&C license and prior experience in personal lines insurance, along with strong organizational and communication skills. The role provides a hybrid work schedule and a comprehensive benefits package, including bonuses and insurance.

Qualifications

• Required: P&C license.
• Required: Experience working in personal lines insurance.
• Preferred: Private client experience.

Responsibilities

• Proactively manage a personal lines book of business.
• Serve as the primary point of contact for clients.
• Manage renewals and policy reviews.
• Build and maintain strong client relationships.
• Support organic client growth through referrals.

Skills

Strong organizational and time management skills

Professional verbal and written communication

Problem-solving skills

Strategic thinking

Relationship management

Ability to work independently

Education

High School diploma or GED

Two‑or‑four‑year degree (preferred)

Tools

EPIC Agency Management System or CRM

Microsoft Office Suite

Job description

TrueNorth is hiring two Account Managers to join our Personal Lines department. These positions are open to candidates based in any of our office locations—Cedar Rapids, Des Moines, Rosemont (IL), or Denver (CO). They are ideal for experienced personal lines professionals comfortable managing established books of business and delivering a high‑touch, proactive client experience.

Responsibilities

• Proactively manage a personal lines book of business, supporting either a private client/high‑net‑worth portfolio or a well‑established personal lines client base, 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.
• Required: P&C license.
• Required: Experience working in personal lines insurance.
• Preferred: Private client experience.
• Preferred: One year experience with an agency management system or CRM, preferably EPIC.
• Proficient with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
• Required: Prior customer service experience.

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.

Benefits

• Monthly Bonus
• 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

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 by local, state or federal laws.