Insurance Account Manager

Truliant Federal Credit Union • Winston-Salem, NC

3d

About The Position

Truliant Federal Credit Union is hiring an Insurance Account Manager I to support personal insurance clients with responsive service, accurate policy support, and timely follow-up. The role manages a designated group of personal insurance accounts, working with clients, carriers, and Insurance Agents to address service needs throughout the life of a policy.

The Account Manager handles policy service requests from intake through completion, maintains clear communication and documentation, and identifies potential coverage needs or cross-sell opportunities for referral to an Insurance Agent. The position also involves keeping current with rating products and agency processes, participating in training and development, and assisting with projects that improve the client experience. The role calls for strong service, organization, accuracy, and follow-through, along with the ability to work independently within established procedures and seek guidance when needed.

Requirements

• At least 1 year of insurance customer service experience, or equivalent financial services or credit union experience providing comparable knowledge and abilities.
• High school diploma or equivalent.
• North Carolina Property & Casualty insurance license, or passage of the exam within six weeks of attending the pre-licensing program.
• Clear verbal and written communication skills for professional interactions with clients, carriers, Insurance Agents, and internal partners.
• Strong organization, attention to detail, and time management skills, including tracking outstanding items and meeting policy service deadlines.
• Ability to manage multiple requests in a fast-paced, complex environment and adjust priorities as needed.
• Proficiency with Microsoft Outlook, Excel, Word, PowerPoint, and OneNote, and ability to learn insurance rating products and agency processes.
• Ability to accurately document client and carrier conversations and complete policy changes and service requests carefully.
• Commitment to excellent service for internal and external members.
• Ability to work independently within established procedures, follow up consistently, and ask questions when client needs require additional guidance.

Nice To Haves

• Experience using the Vertafore AMS360 agency management system.
• Experience with personal lines policy servicing, carrier correspondence, insurance rating, referrals, or cross-sell conversations.
• Familiarity with coverage changes, endorsements, binders, cancellations, premium collection, or suspense and follow-up systems.

Responsibilities

• Manage policy service requests from intake through completion, including binders, endorsements, coverage changes, cancellations, premium follow-up, and requests for additional information.
• Keep clients, carriers, and agency partners informed through timely correspondence and organized follow-up.
• Document material conversations and policy activity completely and accurately.
• Identify potential coverage needs, increased limits, referrals, and cross-sell opportunities, and connect clients with an Insurance Agent for guidance and next steps.
• Maintain current knowledge of rating products and agency processes.
• Participate in training and development.
• Assist with projects that strengthen the overall client experience.
• Follow agency errors and omissions guidelines and complete policy changes and service requests with care.
• Handle general office responsibilities and consistently follow up on outstanding items.

Benefits

• No-cost employee medical, dental, and vision coverage.
• Prescription benefits, including mail order.
• Paid holidays and paid time off (PTO).
• 401(k) plan with contribution matching.
• Paid community involvement volunteer hours.
• Paid group life insurance.
• Teammate loan discounts.
• Tuition reimbursement.
• Short- and long-term disability.
• Health and wellness program.
• Teledoc physician video conferencing.
• Onsite fitness facilities or health club reimbursement.
• Employee Assistance Program (EAP).
• Medical flexible spending account.
• Dependent care flexible spending account.
• Training and development opportunities.
• Collaborative work environment and opportunities to grow an insurance career.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED