Account Manager || - Professional Liability

TrueNorth Companies•Cedar Rapids, IA

2d•Hybrid

About The Position

The Account Manager II role at TrueNorth focuses on managing a portfolio of generalist and real estate accounts within the Risk Management team. This position involves overseeing renewals, marketing accounts, and delivering exceptional client service. The job entails performing duties and maintaining quality service that supports Risk Management accounts, including clients, insurance companies, and producers. The role is based in the Cedar Rapids office and offers an opportunity to work on a growing book of business with a high-performing team.

Requirements

High School diploma or GED required
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
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 to foster teamwork

Nice To Haves

Two or four-year degree preferred
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