Personal Lines Client Manager

Trucordia•Aurora, CO

23d•$60,000 - $75,000

About The Position

We are seeking an experienced Personal Lines Account Manager specializing in insurance to join our team in Greenwood Village CO, United States. In this role, you will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention.

Requirements

Bilingual (English/Spanish)
Active Property & Casualty (P&C) Insurance License required, Life & Health is a plus
5 - 10 years of personal lines insurance experience, with specific focus on high-net-worth insurance
Comprehensive knowledge of personal lines insurance products and coverage
Proficiency in insurance policy management and risk assessment
Experience with Sales Force, AMS 360 and MS Office Suite
Excellent account management and client service skills
Strong analytical and problem-solving abilities
Detail-oriented with exceptional organizational skills
Effective written and verbal communication skills

Responsibilities

Manage and maintain relationships with existing personal Lines insurance clients
Review and analyze insurance policies to ensure appropriate coverage and compliance
Process policy changes, renewals, and endorsements for insurance accounts
Conduct risk assessments and provide risk management recommendations
Coordinate with underwriters and insurance carriers for policy placement
Handle client inquiries and resolve coverage-related issues
Monitor and ensure compliance and insurance requirements
Prepare insurance documentation, certificates, and policy summaries
Develop and implement client retention strategies
Maintain accurate client records and documentation in CRM system