Personal Lines Client Manager

Extraordinary Opportunity. Exceptional Experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• CARE – We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• COLLABORATE – We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• LEAD – We LEAD with intelligence, hunger, curiosity, energy and a future‑focused attitude of “what’s next?”
• RESULT‑ORIENTED – We are RESULT‑ORIENTED, growth‑focused and driven to out‑perform expectations of what an insurance brokerage can achieve.
• CELEBRATE – We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

About the Role

We’re looking for a Personal Lines Account Manager to join our team and support a growing book of business. This is a great opportunity for someone who enjoys building relationships, staying organized, and delivering a high level of service to clients. In this role, you’ll work closely with the Personal Lines Manager and be a key part of ensuring a smooth, responsive experience for our clients.

Responsibilities

• Coordinate annual coverage reviews
• Process policy changes and endorsements
• Assist with and report claims
• Handle billing questions and policy inquiries
• Support day‑to‑day client service needs

Why Join Us

• Collaborative, team‑oriented environment
• Opportunity to work with a well‑established and growing agency
• Meaningful role with direct impact on client experience

Qualifications

• 2–4 years of personal lines or commerical experience in an independent agency (strongly preferred)
• Experience with comparative rating tools
• Experience with AMS 360 preferred
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a fast‑paced environment
• Clear, professional communication skills

Benefits

• Medical
• Dental
• Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K