As a Personal Lines Account Manager at Trucordia, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers.
Duties and Responsibilities:
Responsible for the day-to day account management of an assigned book of business which may include client communication, policy changes, renewals, payments & claims.
Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
Operate and maintain our agency management computer program.
Keep informed of changes and trends within the industry for the purpose of anticipating and responding to clientβs needs.
Actively close sales depending on the clientβs needs.
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.