Personal Lines Accounts Manager

Trucordia

Personal Lines Accounts Manager providing insurance customer service at Trucordia. Managing accounts, developing insurance opportunities, and ensuring exceptional customer experiences.

Posted 4/25/2026full-timeRemote • Washington • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $25 per hourWebsite

About the role

Key responsibilities & impact

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 client’s needs.
Actively close sales depending on the client’s needs.
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

Requirements

What you’ll need

Valid State Insurance License
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Experience servicing personal accounts within an insurance agency.
Thorough knowledge of personal lines coverage and markets.
Experience with a client management system. AMS360 preferred
Experience with Excel and Word

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

personal insuranceaccount managementpolicy changesclaims processingsales closingpersonal lines coverageclient management systemExcelWord

Soft Skills

organizational skillsinterpersonal skillscommunication skillsteamwork

Certifications

State Insurance License