Personal Lines Accounts Manager
Trucordia
- Everett, WA
- $44,850-58,500 per year
- Permanent
- Full-time
- We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
- We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
- We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
- We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.
- 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.
- 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
- 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