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Trucordia · 4 days ago

Client Advocate

Bellingham, WA

Full-time

Onsite

New Grad, Entry Level

$39K/yr - $47K/yr

Trucordia is an emerging insurance brokerage that focuses on delivering exceptional experiences to clients. The Client Advocate will provide vital customer service by managing and servicing commercial insurance policies, maintaining client relationships, and processing inquiries to meet clients' insurance needs efficiently.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

Provide prompt and courteous assistance to customers via phone, email, and other communication channels

Process both new business and renewals for customers

Assist in preparing and processing policies, including issuing certificates of insurance, endorsements, and other policy documents

Skillfully identify and assess customers' needs, delivering appropriate and effective solutions

Process payments and submit insurance premiums accurately and in a timely manner

Develop a comprehensive knowledge of our product offerings to assist customers accurately and efficiently

Maintain detailed and accurate records of customer interactions to continuously improve service quality

Qualification

Client-focused solutionsCommercial lines insuranceAttention to detailListening skillsNegotiation skillsPresentation skills

Required

Experience in delivering client-focused solutions based on customer needs

Proven ability to manage multiple projects at a time while paying strict attention to detail

Excellent listening, negotiation, prospecting, and presentation skills

Benefits

Medical, Dental, Vision

Life and AD&D insurance

FSA / HSA

Commuter & Child Care FSA

Cancer Support Benefits

Pet Insurance

Accident & Critical Illness

Hospital Indemnity

Employee Assistance Program (EAP)

11 Paid Holidays

Flexible PTO

401K

Company

Trucordia

A top 20 U.S.

Founded in 1987

Woodland Hills, California, USA

1001-5000 employees

http://www.pcfoy.com/

Funding

Current Stage

Late Stage

Total Funding

unknown

Key Investors

BHMS Investments

2021-11-02Acquired

2017-03-02Private Equity

Leadership Team

Adrienne Richards Wall

Regional Human Resources Business Partner, SHRM-CP, PHR

Allison Hamilton, PHRca, SHRM-CP

HR Director of Agency Partnership

Recent News

PE HUB

Blue Owl leads $400m debt financing for PCF Insurance

2024-04-24

PR Newswire

PCF Insurance Services Fuels Growth Strategy with Strategic Hires, Internal Promotions

2024-04-06

Yahoo Finance

PCF Insurance Services Enters Alabama Market with Acquisition of MK Insurance Group Team

2024-04-06

Company data provided by crunchbase