Account Manager - Personal Lines

Do you have experience in Personal Lines insurance and a passion for delivering exceptional customer service while building lasting relationships? TrueNorth Companies is looking for a skilled and driven Account Manager to join our Personal Lines team in either our Cedar Rapids, IA office or our Chicago, IL office!

About TrueNorth Companies:

Our clients face great risk and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth has met our clients' needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of risk management, employee benefits and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities. Come join our amazing team!

What TrueNorth Offers:

TrueNorth offers a lineup of excellent benefits to all full-time employees, including:

• Annual Bonus
• Medical, Dental, Vision
• 401k with Company Contributions
• Responsible Time Off (PTO)
• 11 Paid Holidays
• Company-paid Life and Disability Coverage
• Paid Volunteer Time Off
• Donation Match Program
• Tuition Reimbursement
• Employee Assistance Program (EAP)
• Wellness Program with Financial Incentives/Discounts
• Hybrid Work Schedule

As a Personal Lines Account Manager, your primary role is to ensure high client experience by delivering outstanding customer service. This includes staying informed about changes in clients’ lives that could affect their risk exposure and insurance needs, performing annual reviews of their coverage, negotiating with carriers, and advising clients on suitable coverage options, limits, and risk management strategies. Additional responsibilities may include handling inbound sales and providing claims support.

This role is ideal for someone who thrives in a fast-paced, multitasking environment. You will work closely with both clients and carriers, providing comprehensive service. As a client-facing position, it requires a polished, professional demeanor in both appearance and communication.

Essential Job Functions:

• Accurately manage client accounts and ensure all deadlines are met
• Assist leaders in marketing and placing new business and/or renewal business while maintaining process per workflows
• Seek opportunities and take steps to increase knowledge of industry, regulatory requirements, tools and resources available to assist clients
• Answer questions from leaders and the service teams regarding accounts
• Communicate with the clients and answer questions regarding provided policies and/or services
• Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
• Travel or visit insurance companies and/or clients, when necessary
• Continuously seek to identify opportunities & solutions that allow for a more effective and efficient delivery of a top-quality client experience
• Serve as a subject matter expert for niche specialization
• Coordinate & direct firm resources - Claims, Legal, Safety, Marketing, Technology, etc.
• Manage book of business with pro-active client service approach
• Round out coverage for accounts in collaboration with the service team or independently, as assigned
• Perform other duties as assigned

Credentials:

• High School diploma or GED required, two or four-year degree preferred
• 3+ years of demonstrated insurance experience is required
• P&C Insurance license required
• Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
• Understand the different processes/forms associated with the varying coverages and insurers
• Experience working with EPIC Agency Management Software preferred

Skills:

• A Strong organizational and time management skills
• Ability to prioritize workload
• Extremely accurate and detail-oriented
• Strong and professional verbal and written communication skills
• Strong problem-solving skills
• Understand and maintain fiduciary responsibility for company, client, and producer
• Ability to work independently
• Strategic thinking
• Relationship management
• Strong work ethic

Why TrueNorth?

We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture.

TrueNorth is honored to be recognized by Inc 5000's as a Fastest Growing Company!

Click here to view a video about TrueNorth's Core Values & what they mean to us.

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 local, state or federal laws.

Apply today!