Trucordia
Overview
Personal Lines Account Manager
– 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 personal lines insurance accounts while ensuring exceptional client satisfaction and retention. Responsibilities
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 with 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 Salesforce, 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 Compensation & Benefits
Compensation:
$60,000-$75,000 annually (based on experience and qualifications) 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 Company Information & Equal Opportunity
Trucordia is an equal opportunity employer. We provide a work environment free from discrimination and base employment decisions on merit, qualifications, and abilities. We do not discriminate based on 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, marital status, or any other protected characteristic. Discrimination is contrary to our values. Note to Agencies:
Trucordia does not accept unsolicited resumes from agencies without a signed mutual service agreement. Unsolicited resumes will be considered the property of Trucordia.
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Personal Lines Account Manager
– 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 personal lines insurance accounts while ensuring exceptional client satisfaction and retention. Responsibilities
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 with 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 Salesforce, 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 Compensation & Benefits
Compensation:
$60,000-$75,000 annually (based on experience and qualifications) 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 Company Information & Equal Opportunity
Trucordia is an equal opportunity employer. We provide a work environment free from discrimination and base employment decisions on merit, qualifications, and abilities. We do not discriminate based on 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, marital status, or any other protected characteristic. Discrimination is contrary to our values. Note to Agencies:
Trucordia does not accept unsolicited resumes from agencies without a signed mutual service agreement. Unsolicited resumes will be considered the property of Trucordia.
#J-18808-Ljbffr