Insurance Account Manager

Truliant Federal Credit Union • Winston-Salem, NC

1d

About The Position

At Truliant Federal Credit Union, the insurance team helps clients protect what matters through responsive service, accurate policy support, and thoughtful follow-up. The Insurance Account Manager I supports a designated group of personal insurance accounts, working with clients, carriers, and Insurance Agents to manage service requests, policy updates, documentation, and follow-up. The role also identifies potential coverage needs and connects clients with an Insurance Agent for guidance. The position includes maintaining knowledge of rating products and agency processes, participating in training and development, and assisting with projects to strengthen the client experience.

Requirements

• At least 1 year of insurance customer service experience, or equivalent financial services or credit union experience providing comparable knowledge and abilities.
• 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 the ability to track outstanding items and meet policy service deadlines.
• Ability to manage multiple requests in a fast-paced, complex environment and adjust priorities when 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 with care.
• Commitment to excellent service for internal and external members.
• High school diploma or equivalent.
• North Carolina Property & Casualty insurance license, or passing the exam within six weeks of attending the pre-licensing program.
• Ability to work independently within established procedures, follow up consistently, handle general office responsibilities, 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 carefully.

Benefits

• No-cost employee medical, dental, and vision coverage
• Prescription benefits, including mail order
• Paid holidays and paid time off
• 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
• 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