Trucordia
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
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 Compensation: ($60,000-$75,000 annually) compensation will be based on experience and qualifications.
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.
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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
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 Compensation: ($60,000-$75,000 annually) compensation will be based on experience and qualifications.
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.
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