Personal Lines Client Manager

About the Role

We’re looking for a Personal Lines Account Manager to join our team and support a growing book of business. This is a great opportunity for someone who enjoys building relationships, staying organized, and delivering a high level of service to clients.

In this role, you’ll work closely with the Personal Lines Manager and be a key part of ensuring a smooth, responsive experience for our clients.

What You’ll Do

• Coordinate annual coverage reviews
• Process policy changes and endorsements
• Assist with and report claims
• Handle billing questions and policy inquiries
• Support day-to-day client service needs

Why Join Us

• Collaborative, team-oriented environment
• Opportunity to work with a well-established and growing agency
• Meaningful role with direct impact on client experience

What We’re Looking For

• 2–4 years of personal lines or commerical experience in an independent agency (strongly preferred)
• Experience with comparative rating tools
• Experience with AMS 360 preferred
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• Clear, professional communication skills

Please see our company Benefits

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.