Insurance Account Manager - Client Care & Policy Support

Posted 4 days ago

truliant federal credit unionWinston-Salem (NC)

Insurance Claims and Policy Processing Clerks All Other Insurance Related Activities

SENIORITY

Mid

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About the role

Truliant Federal Credit Union is seeking an Account Manager I to support a group of personal insurance accounts, coordinating with clients, carriers, and Insurance Agents. You will handle policy service requests, document conversations, and pursue additional coverage opportunities. The role emphasizes accuracy, organization, and a strong commitment to serving both internal and external members with timely, high-quality insurance support.

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.