Jobs at TrueNorth Companies, L.C.

Supports Personal Lines account management and life and health insurance administration by updating client and carrier systems, processing quotes and policy changes, following up on applications, maintaining client relationships, meeting deadlines, attending client meetings, and accurately entering information. The role requires strong organization, communication, confidentiality, multitasking, and customer service skills, with the ability to obtain a Property and Casualty license within 30 days if needed.

Manage a portfolio of commercial insurance accounts, including generalist and real estate clients. Responsibilities include overseeing renewals, marketing new and renewal business, maintaining client and carrier relationships, preparing client meeting materials, analyzing data, coordinating internal resources, ensuring regulatory and service compliance, and mentoring account staff. The role requires commercial insurance experience, a Property & Casualty license, strong customer service and analytical skills, and familiarity with Microsoft Office and insurance agency management systems.

Manages a portfolio of personal lines insurance clients, serving as the primary contact for coverage questions, renewals, policy reviews, and service needs. Evaluates exposures, recommends coverage changes, negotiates with carriers, maintains accurate records, and coordinates internal resources. Builds long-term client and carrier relationships, supports new business growth through referrals, ensures regulatory and product knowledge, and identifies workflow and client-experience improvements.

Manage a high-net-worth personal lines client book, serving as the primary client contact for renewals, coverage reviews, policy adjustments, and ongoing service. Evaluate risks, negotiate with carriers, coordinate internal teams, maintain accurate records, support new business growth, and identify workflow improvements. The role requires personal lines insurance experience, private client experience, a P&C license, strong organization, communication, relationship management, and customer service skills.