Account Manager II - Risk Management

True North CompaniesDenver, CO
Hybrid

About The Position

TrueNorth is looking for an Account Manager II to join their Risk Management team in their Denver, Colorado office. This role focuses on managing a portfolio of generalist and real estate accounts, with key responsibilities including overseeing renewals, marketing accounts, and delivering exceptional client service. The Account Manager’s job is to perform duties and maintain quality service that supports their Risk Management accounts, including clients, insurance companies, and producers. This position has an anticipated work schedule of Monday – Friday, 8:00 am – 5:00 pm, with flexibility for a Hybrid schedule of Tuesday-Thursday in the office and Monday & Friday remote after the first 90 days. 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!

Requirements

  • High School diploma or GED required, two or four-year degree preferred
  • Minimum of 4 years of experience in commercial insurance industry required
  • Property & Casualty Insurance license required
  • Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
  • Prior customer service experience required
  • Understand the different processes/forms associated with the varying coverages and insurers

Nice To Haves

  • Experience working with Commercial insurance
  • Experience working with EPIC Agency Management Software preferred

Responsibilities

  • Accurately manage client accounts with a proactive service approach, ensuring all deadlines and service levels are met
  • Serve as subject matter expert for niche and/or industry specialization
  • Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
  • Manage projects as appropriate to client lifecycle and/or as requested by the client or production team
  • Lead the creation of materials for recurring client meetings; analyze client data and present findings and recommendations
  • Manage delivery of the firm’s commitments based on the suite of services purchased by the client
  • Assist in marketing and placing new business and/or renewal business while maintaining process per workflows
  • Mentor and train Account Specialists and Account Managers on industry knowledge, regulatory requirements, and available tools
  • Coordinate firm resources such as Claims, Legal, Safety, Marketing, and/or Technology as needed
  • Keep accurate records of policies, renewals, and payments; stay current on insurance regulations, trends, and products
  • Travel to visit clients or carriers as needed; collaborate with regional offices to ensure alignment in processes and practices

Benefits

  • 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
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