Personal Lines Account Manager
TrueNorth Companies, L.C., Chicago, IL, United States
TrueNorth is hiring two
Account Managers
to join our
Personal Lines
department. These positions are open to candidates based in Cedar Rapids, Des Moines, Rosemont (IL), or Denver (CO). Ideal for experienced personal lines professionals who manage books of business and deliver a high‑touch, proactive client experience. Account Managers act as trusted advisors, handling renewals, coverage reviews, and ongoing service needs while building strong, long‑term relationships.
About TrueNorth Companies Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For 25 years, TrueNorth has provided innovative strategies and a personal connection to those served, integrating risk management, employee benefits and personal financial strategies to address today’s ever‑changing complexities.
What TrueNorth Offers
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
Essential Job Functions
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‑year or four‑year degree preferred.
P&C license required.
Experience working in personal lines insurance required.
Private client experience preferred.
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 organization and time‑management skills
Ability to prioritize workload
Extremely accurate and detail‑oriented
Strong 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
Equal Employment Opportunity Statement 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.
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Account Managers
to join our
Personal Lines
department. These positions are open to candidates based in Cedar Rapids, Des Moines, Rosemont (IL), or Denver (CO). Ideal for experienced personal lines professionals who manage books of business and deliver a high‑touch, proactive client experience. Account Managers act as trusted advisors, handling renewals, coverage reviews, and ongoing service needs while building strong, long‑term relationships.
About TrueNorth Companies Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For 25 years, TrueNorth has provided innovative strategies and a personal connection to those served, integrating risk management, employee benefits and personal financial strategies to address today’s ever‑changing complexities.
What TrueNorth Offers
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
Essential Job Functions
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‑year or four‑year degree preferred.
P&C license required.
Experience working in personal lines insurance required.
Private client experience preferred.
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 organization and time‑management skills
Ability to prioritize workload
Extremely accurate and detail‑oriented
Strong 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
Equal Employment Opportunity Statement 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.
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