Client Manager - Personal Lines

Client Manager - Personal Lines
Location: Portland, OR, United States

Job Description
As a Personal Lines Account Manager at Trucordia, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers.

Duties and Responsibilities

Responsible for the day-to-day account management of an assigned book of business which may include client communication, policy changes, renewals, payments & claims.

Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.

Operate and maintain our agency management computer program.

Keep informed of changes and trends within the industry for the purpose of anticipating and responding to client's needs.

Actively close sales depending on the client's needs.

Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

Qualifications

Valid Property and Casualty Insurance License

Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Minimum 1 year of insurance industry experience servicing personal accounts

Thorough knowledge of personal lines coverage and markets.

Experience with a client management system. AMS360 preferred

Experience with Excel and Word

Additional Information
Benefits:

Life Insurance and AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Compensation: $20-$25 an hour commensurate on experience

#J-18808-Ljbffr