TrueNorth Companies, L.C. · 5 hours ago
Small Commercial Account Manager
TrueNorth Companies is seeking an experienced Small Commercial Account Manager to join their Risk Management team. The role involves managing client accounts, assisting in marketing and placing new business, and building strong relationships with clients and carriers.
Financial ServicesInsurance
Responsibilities
Accurately manage client accounts and ensure all deadlines are met
Assist producer in marketing and placing new business and/or renewal business while maintaining process per workflows
Seek opportunities and take steps to increase knowledge of industry, regulatory requirements, tools and resources available to assist clients
Answer questions from producer and the service teams regarding accounts
Communicate with the clients and answer questions regarding provided policies and/or services
Build and maintain strong, long-lasting relationships with clients and carriers, both internal and external
Travel or visit insurance companies and/or clients, when necessary
Continuously seek to identify opportunities & solutions that allow for a more effective and efficient delivery of a top-quality client experience
Serve as a subject matter expert for niche specialization
Coordinate & direct firm resources - Claims, Legal, Safety, Marketing, Technology, etc
Manage book of business with pro-active client service approach
Round out coverage for accounts in collaboration with the service team or independently, as assigned
Perform other duties as assigned
Qualification
Required
High School diploma or GED required
3+ years of demonstrated insurance experience managing commercial accounts either at a carrier or agency is required
P&C Insurance license required
Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
Understand the different processes/forms associated with the varying coverages and insurers
Strong organizational and time management skills
Understand and maintain fiduciary responsibility for company, client, and producer
Ability to work independently
Strategic thinking
Relationship management
Strong work ethic
Preferred
two or four-year degree preferred
Experience working with EPIC Agency Management Software preferred
Benefits
Annual Bonus
Medical, Dental, Vision, Life, and Disability Insurance
401(k) with Company Contributions
Responsible Time Off (RTO): Flexible time off with a required minimum to ensure rest and balance, plus 11 paid holidays
Paid Volunteer Time Off and Donation Match Program
Tuition reimbursement and paid certifications, licenses, designations
Employee Assistance Program (EAP) and wellness program with financial incentives
Hybrid Work Schedule
$3,000 Referral Bonus
Company
TrueNorth Companies, L.C.
TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.
Funding
Current Stage
Growth StageTotal Funding
$2.79MKey Investors
Women's Business Development Council
2022-09-14Grant· $2.79M
Recent News
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