Personal Lines Account Manager - Private Client

ADP, Inc.; Denver (CO); Híbrido; USD 65 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, Dental, Vision, Life, and Dis

401(k) with Company Contributions

Flexible time off and holidays

Volunteer time off and donation match

Tuition reimbursement and licenses

Wellness program and EAP

Hybrid Work Schedule

Referral Bonus

Resumo da oferta

TrueNorth Companies seeks a Private Client Personal Lines Account Manager to service a high-net-worth book with a proactive, high-touch approach. The role supports renewals, coverage reviews and ongoing client service across multiple US locations.

You will collaborate with carriers and internal teams to tailor coverage, build relationships, and drive growth while maintaining exceptional client experiences.

Qualificações

• High School diploma or GED required.
• Two or four-year degree preferred.
• P&C license required
• Experience working in personal lines insurance 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.

Responsabilidades

• 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 …
• 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.

Conhecimentos

Organization

Time management

Detail-oriented

Communication

Problem solving

Independence

Strategic thinking

Relationship management

Work ethic

Formação académica

High School diploma or GED

Two- or four-year degree preferred

Ferramentas

EPIC

Microsoft Office

Descrição da oferta de emprego

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Personal Lines Account Manager - Private Client

Regular Full-Time PR Cedar Rapids, IA, US

TrueNorth is hiring a Private ClientAccount 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:

• 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 … 
• 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
• 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 theIllinois 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.