Insurance Account Manager

Truliant Federal Credit Union • Winston-Salem, NC

12h • Onsite

About The Position

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. Why this role matters At Truliant Federal Credit Union, our insurance team helps clients protect what matters most through responsive service, accurate policy support, and thoughtful follow up. As an Account Manager I, you’ll help clients manage their personal insurance policies, resolve service needs, and receive professional, timely support throughout the life of their coverage. This is a great opportunity for someone who enjoys building trusted relationships, staying organized, and growing their knowledge and career in the insurance industry. What you’ll do In this role, you’ll support a designated group of personal insurance accounts while partnering with clients, carriers, and Insurance Agents. You’ll balance responsive service, policy updates, careful documentation, organized follow up, and opportunities to connect clients with additional coverage support. Day to day, you’ll: 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, organized follow up, and complete documentation of material conversations and policy activity. Identify potential coverage needs, increased limits, referrals, and cross sell opportunities, then connect clients with an Insurance Agent for guidance and next steps. Beyond that, your work will include maintaining current knowledge of rating products and agency processes, participating in training and development, and assisting with projects that strengthen the overall client experience.

Requirements

• 1+ years of insurance customer service experience, or equivalent financial services or credit union experience from which comparable knowledge and abilities have been acquired.
• Clear verbal and written communication skills, including the ability to respond professionally to clients, carriers, Insurance Agents, and internal partners.
• Strong organization, attention to detail, and time management skills, with the ability to track outstanding items and meet policy service deadlines.
• Ability to manage multiple requests in a fast paced and complex environment while adjusting priorities when needed.
• Proficiency with Microsoft Outlook, Excel, Word, PowerPoint, and OneNote, with the ability to learn and use insurance rating products and agency processes.
• Ability to document client and carrier conversations accurately, follow agency errors and omissions guidelines, and complete policy changes and service requests with care.
• A strong commitment to providing excellent service to Truliant’s internal and external members.
• High school diploma or equivalent is required.
• North Carolina Property & Casualty insurance license is required, or the exam must be passed within six weeks of attending the pre licensing program.
• Comfortable working independently within established procedures, following up consistently, handling general office responsibilities, and asking questions when a client’s 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, organized follow up, and complete documentation of material conversations and policy activity.
• Identify potential coverage needs, increased limits, referrals, and cross sell opportunities, then 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.

Benefits

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & 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

What This Job Offers

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