Account Manager I

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.

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.
• Participates in training and development opportunities to enhance industry knowledge and skills.

Other Duties and Responsibilities

Knowledge, Skills, and Abilities

Physical Requirements

Education and Background

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 :