Client Manager – Personal Lines

Trucordia

Personal Lines Account Manager responsible for account management and client communication at Trucordia. Identifying and developing insurance opportunities while ensuring exceptional customer service.

Posted 5/9/2026full-timeRemote • Oregon • 🇺🇸 United StatesJunior💰 $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 Property and Casualty Insurance License
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Minimum 1 year of insurance industry experience servicing personal accounts
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

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Applicant Tracking System Keywords

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

Hard Skills & Tools

personal insuranceaccount managementpolicy changesrenewalsclaimsclient communicationsales closingpersonal lines coverageclient management systemExcel

Soft Skills

organizational skillsinterpersonal skillscommunication skillsteamwork

Certifications

Property and Casualty Insurance License