Account Manager II - Risk Management
About The Position
TrueNorth is seeking an Account Manager II to support its Risk Management team in the Denver, Colorado office. The role provides quality service to Risk Management accounts, including clients, insurance companies, and producers, and manages a portfolio of generalist and real estate accounts. The position oversees renewals, markets accounts, and delivers client service. The anticipated schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m. After the first 90 days, the position may follow a hybrid schedule, with Tuesday through Thursday in the office and Monday and Friday remote. The role manages client accounts proactively, serves as a subject matter expert for niche or industry specializations, builds client and carrier relationships, and coordinates projects and internal resources. It also supports marketing and placement of new and renewal business, prepares and presents materials and analysis for recurring client meetings, and mentors and trains Account Specialists and Account Managers. Travel to clients or carriers may be required as needed.
Requirements
- High school diploma or GED required.
- At least 4 years of experience in the commercial insurance industry.
- Property & Casualty Insurance license required.
- Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
- Prior customer service experience required.
- Understanding of the different processes and forms associated with varying coverages and insurers.
- Excellent verbal and written communication skills.
- Good leadership, problem-solving, and time-management skills.
- Advanced analytical skills and attention to detail.
- Good customer service skills, including telephone and listening skills.
- Good planning, organizational, and prioritization skills.
- Ability and motivation to work independently.
- Ability to work within a team and foster teamwork.
Nice To Haves
- Two- or four-year degree preferred.
- Experience with EPIC Agency Management Software preferred.
Responsibilities
- Accurately manage client accounts with a proactive service approach, meeting deadlines and service levels.
- Serve as a subject matter expert for niche and/or industry specialization.
- Build and maintain strong relationships with clients and carriers, both internal and external.
- Manage projects as appropriate to the client lifecycle or as requested by clients or the production team.
- Lead the creation of materials for recurring client meetings; analyze client data and present findings and recommendations.
- Manage delivery of firm commitments based on the services purchased by each client.
- Assist with marketing and placing new and renewal business while following established 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 Technology as needed.
- Maintain accurate records of policies, renewals, and payments, and stay current on insurance regulations, trends, and products.
- Travel to visit clients or carriers as needed and collaborate with regional offices to align processes and practices.
Benefits
- Annual bonus and opportunity to earn up to an additional 8% of annual salary based on individual and firm goals.
- Medical, dental, and vision coverage.
- 401(k) 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 and discounts.
- Hybrid work schedule.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
