Client Manager - Personal Lines

Good's Insurance Agency is now Trucordia
Olympia, WA
Category Customer Service
Remote
Job Description
Role Overview

Serve as the first point of contact for clients, providing prompt and professional service. Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.

What You Will Do

Manage multiple tasks and priorities in a deadline-driven environment, handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

Why It Might Be a Fit

1–2 years of experience in insurance, customer service, or a related field preferred, active P&C Insurance License or L&H Insurance License required.

Requirements

  • 1–2 years of experience in insurance, customer service, or a related field
  • Active P&C Insurance License or L&H Insurance License
  • Strong interpersonal and communication skills, both written and verbal
  • Proven ability to manage multiple tasks and priorities in a deadline-driven environment
  • Familiarity with AMS360 or similar agency management systems is a plus
  • Must be detail-oriented with strong organizational skills

Benefits

  • 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
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