Trucordia · 19 hours ago
Personal Lines Account Manager
Ware, MA
Full-time
Onsite
Mid Level
$50K/yr - $65K/yrTrucordia is a rapidly growing insurance brokerage that emphasizes exceptional customer service and community impact. As a Personal Lines Account Manager, you will manage an assigned book of business, engage with clients, and ensure their insurance needs are met through effective communication and account management.
Business DevelopmentConsultingInsuranceRisk Management
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
Process MA registry transaction as needed for clients
Qualification
Required
Valid State Insurance License
Excellent organizational, interpersonal, communication skills and ability to work in a team environment
Experience servicing personal accounts within an insurance agency
Thorough knowledge of personal lines coverage and markets
Experience with a client management system
Experience with Excel and Word
Preferred
AMS360 preferred
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
Trucordia
A top 20 U.S.
Founded in 1987
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
BHMS Investments
2021-11-02Acquired
2017-03-02Private Equity
Leadership Team
Adrienne Richards Wall
Regional Human Resources Business Partner, SHRM-CP, PHR
Allison Hamilton, PHRca, SHRM-CP
HR Director of Agency Partnership
Recent News
2024-04-24
Yahoo Finance
2024-04-06
Company data provided by crunchbase