Account Manager

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions.

Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates : Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Purpose of the Job

The Account Manager I assist in the retention of existing accounts. The position provides prompt, efficient, high-quality service to designated accounts in support of the Insurance Agent activities.

The Insurance Service Specialist manages insurance agency inquiries, resolves service issues, documents member requests, and finalizes policy adjustments.

Essential Functions and Responsibilities

• Completes binders and / or policy or endorsement requests within three days of date quoted to client.
• Maintains a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Maintains timely and thorough customer and carrier interactions to minimize the potential for errors and omissions claims.

Be familiar with and follow agency E&O guidelines

• Follows-up on photo requests, requests for additional information, etc.
• Handles routine correspondence between carriers, agency and insured.
• Receives phone calls requesting changes to existing coverage and / or new policies. Complete changes / requests within 24 hours of receipt.

Refers any new business applications to Insurance Agent staff.

• Receives and reviews all terminations and cancellations to determine appropriate action within 72 hours of receipt.
• Handles premium collection through form letters and request cancellation of policies when necessary.
• Solicits new business opportunities with clients for lines of coverage not currently written by the agency and refers to Insurance Agent for cross sell.
• Actively solicits increases in limits and / or coverages.
• Actively seeks referrals from current client base to solicit for new business prospects.
• Documents all material conversations with insureds and / or carriers regarding exposures and coverages.
• Maintains working knowledge of all rating products and processes.
• Other Duties and Responsibilities
• Assists with other tasks and projects as assigned.
• Performs special projects at management’s request.

Knowledge, Skills, and Abilities

• Must have excellent verbal and written presentation skills
• Must be detail oriented, well organized and have supreme time management skills
• Must have strong PC skills, with proficiency of MS Outlook, Excel, Word, PowerPoint, and OneNote
• Must be able to work on multiple projects concurrently in fast paced and complex business environment
• Must be able to work in a general office environment
• Must be flexible and able to shift resources and priorities as required
• Should possess a strong commitment to providing excellent service to Truliant’s members, both internal and external

Physical Requirements

• Occasional standing, walking, bending, and stooping required
• Must be able to sit at a desk for moderate periods of time and use a computer
• Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds

Education and Background

• High School Diploma or equivalent required
• Minimum 1-year previous insurance customer service experience required, or equivalent financial services / credit union experience from which comparable knowledge and abilities have been acquired
• NC Property & Casualty insurance license required or must pass exam within six weeks of attending the InsurAcademy pre-licensing program
• Vertafore AMS360 agency management system experience preferred

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits :

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Retirement / pension plan
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account
3 days ago