Personal Lines Client Manager

Trucordia; Greenwood Village (CO); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading insurance firm in Greenwood Village, CO is seeking an experienced Personal Lines Account Manager to manage a portfolio of insurance accounts. Responsibilities include maintaining client relationships, compliance reviews, and risk assessments. Ideal candidates will have 5-10 years of experience, an active P&C license, and bilingual skills. The firm offers competitive benefits including medical, dental, retirement plans, and flexible PTO.

Benefits

Medical, Dental, Vision

Life and AD&D insurance

Flexible PTO

401K

Employee Assistance Program (EAP)

Qualifications

• 5 - 10 years of personal lines insurance experience, specifically in high-net-worth insurance.
• Comprehensive knowledge of personal lines insurance products and coverage.
• Proficiency in insurance policy management and risk assessment.

Responsibilities

• Manage and maintain relationships with clients.
• Review and analyze insurance policies for compliance.
• Process policy changes and conduct risk assessments.

Skills

Bilingual (English/Spanish)

Client service skills

Analytical skills

Detail-oriented

Organizational skills

Education

Active Property & Casualty (P&C) Insurance License

Life & Health license

Tools

Sales Force

AMS 360

MS Office Suite

Job description

Job Description

We are seeking an experienced Personal Lines Account Manager specializing in insurance to join our team in Greenwood Village CO, United States. In this role, you will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention.

• Manage and maintain relationships with existing personal Lines insurance clients
• Review and analyze insurance policies to ensure appropriate coverage and compliance
• Process policy changes, renewals, and endorsements for insurance accounts
• Conduct risk assessments and provide risk management recommendations
• Coordinate with underwriters and insurance carriers for policy placement
• Handle client inquiries and resolve coverage-related issues
• Monitor and ensure compliance and insurance requirements
• Prepare insurance documentation, certificates, and policy summaries
• Develop and implement client retention strategies
• Maintain accurate client records and documentation in CRM system

Qualifications:
Qualifications

• Bilingual (English/Spanish)
• Active Property & Casualty (P&C) Insurance License required, Life & Health is a plus
• 5 - 10 years of personal lines insurance experience, with specific focus on high-net-worth insurance
• Comprehensive knowledge of personal lines insurance products and coverage
• Proficiency in insurance policy management and risk assessment
• Experience with Sales Force, AMS 360 and MS Office Suite
• Excellent account management and client service skills
• Strong analytical and problem-solving abilities
• Detail-oriented with exceptional organizational skills
• Effective written and verbal communication skills

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision
• Life and AD&D insurance
• 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.