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Our clients face great risks and big opportunities. They seek leadership, integrity and real results. For twenty years, TrueNorth has met our client's needs by providing innovative strategies and a personal connection to those we serve. Our integrated platform of Risk Management, employee benefits and personal financial strategies creates a multifaceted approach to address today's ever-changing complexities.
The Account Manager’s job is to perform duties and maintain quality service which supports our Risk Management accounts, including clients, insurance companies, and producers. This position is responsible for supporting a large book of our Senior Living business and is typically assigned to more complex accounts.
ESSENTIAL JOB FUNCTIONS & 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
EDUCATION & EXPERIENCE
- High School diploma or GED required, two or four-year degree preferred
- 3+ years of demonstrated insurance experience managing commercial accounts either at a carrier or agency is required; experience in senior living is preferred
- 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
- Experience working with EPIC Agency Management Software preferred
SKILL REQUIREMENTS
- Strong organizational and time management skills
- Ability to prioritize workload
- Extremely accurate and detail-oriented
- Strong and professional verbal and written communication skills
- Strong problem-solving skills
- Understand and maintain fiduciary responsibility for company, client, and producer
What TrueNorth Offers:
TrueNorth offers a lineup of excellent benefits to all full-time employees, including:
- Annual Bonus
- Medical, Dental, Vision
- 401k with company contributions after six (6) months
- Responsible Time Off and 11 Paid Holidays
- Company paid Life and Disability coverage
- Volunteer Time Off and Donation Match Program
- Tuition Reimbursement, Employee Assistance Program (EAP) and a Wellness Program with great incentives.
- Hybrid work schedule
Why should you join TrueNorth?
We are a company focused on developing our people and growing the business. We offer a competitive
benefit package, wellbeing programs and incentives, and a positive work culture.
TrueNorth is honored to be recognized by Inc 5000's as a Fastest Growing Company!
Click here to view a video about TrueNorth's Core Values & what they mean to us.
TrueNorth makes all employment-related decisions on the basis of
qualifications, merit, and business need, and does not discriminate against any applicant on the basis of
race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status,
disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.
Join us!
