Trucordia
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We are seeking an experienced Personal Lines Account Manager specializing in insurance to join our team in Greenwood Village CO, United States. In this role, you will be responsible for managing and servicing a portfolio of personal lines insurance accounts while ensuring exceptional client satisfaction and retention.
Company Description
Trucordia is built on successful businesses in communities across the country, now together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. 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. We are ranked as one of the fastest-growing companies in the U.S. for three consecutive years, with more than 5,000 team members across 200 offices who care about our clients, each other and the quality of our work.
Values
We actively, genuinely CARE about our clients, each other and the quality of our work.
We COLLABORATE continuously because, together, we are more powerful.
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.
Job Description
Manage and maintain relationships with existing personal lines insurance clients Review and analyze insurance policies to ensure appropriate coverage and compliance Process policy changes, renewals, and endorsements for insurance accounts Conduct risk assessments and provide risk management recommendations Coordinate with underwriters and insurance carriers for policy placement Handle client inquiries and resolve coverage-related issues Monitor and ensure compliance and insurance requirements Prepare insurance documentation, certificates, and policy summaries Develop and implement client retention strategies Maintain accurate client records and documentation in CRM system Qualifications
Bilingual (English/Spanish) Active Property & Casualty (P&C) Insurance License required; Life & Health is a plus 5 - 10 years of personal lines insurance experience, with specific focus on high-net-worth insurance Comprehensive knowledge of personal lines insurance products and coverage Proficiency in insurance policy management and risk assessment Experience with Salesforce, AMS 360 and MS Office Suite Excellent account management and client service skills Strong analytical and problem-solving abilities Detail-oriented with exceptional organizational skills Effective written and verbal communication skills Additional Information
Please see our company 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 Trucordia is an equal opportunity employer. We are committed to a work environment free from discrimination in all forms. Decisions involving hiring, compensation, training, promotions, transfers, discipline, and termination are based on merit, qualifications, and abilities. We do not discriminate based on 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, marital status, or any other protected status. Referrals: Trucordia does not accept unsolicited resumes from agencies lacking a mutual service agreement. All unsolicited resumes will be considered property of Trucordia. Employment details Seniority level: Not Applicable Employment type: Full-time Job function: Administrative Industries: Insurance Referrals increase your chances of interviewing at Trucordia. Get notified about new jobs in Greenwood Village, CO.
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Manage and maintain relationships with existing personal lines insurance clients Review and analyze insurance policies to ensure appropriate coverage and compliance Process policy changes, renewals, and endorsements for insurance accounts Conduct risk assessments and provide risk management recommendations Coordinate with underwriters and insurance carriers for policy placement Handle client inquiries and resolve coverage-related issues Monitor and ensure compliance and insurance requirements Prepare insurance documentation, certificates, and policy summaries Develop and implement client retention strategies Maintain accurate client records and documentation in CRM system Qualifications
Bilingual (English/Spanish) Active Property & Casualty (P&C) Insurance License required; Life & Health is a plus 5 - 10 years of personal lines insurance experience, with specific focus on high-net-worth insurance Comprehensive knowledge of personal lines insurance products and coverage Proficiency in insurance policy management and risk assessment Experience with Salesforce, AMS 360 and MS Office Suite Excellent account management and client service skills Strong analytical and problem-solving abilities Detail-oriented with exceptional organizational skills Effective written and verbal communication skills Additional Information
Please see our company 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 Trucordia is an equal opportunity employer. We are committed to a work environment free from discrimination in all forms. Decisions involving hiring, compensation, training, promotions, transfers, discipline, and termination are based on merit, qualifications, and abilities. We do not discriminate based on 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, marital status, or any other protected status. Referrals: Trucordia does not accept unsolicited resumes from agencies lacking a mutual service agreement. All unsolicited resumes will be considered property of Trucordia. Employment details Seniority level: Not Applicable Employment type: Full-time Job function: Administrative Industries: Insurance Referrals increase your chances of interviewing at Trucordia. Get notified about new jobs in Greenwood Village, CO.
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