Trucordia · 5 hours ago
Client Manager- Crop Insurance
Trucordia is a rapidly growing insurance brokerage with a commitment to exceptional client experiences. The Client Manager will serve as the main point of contact for clients, managing their insurance needs throughout the client lifecycle and ensuring effective communication and support.
Business DevelopmentConsultingInsuranceRisk Management
Responsibilities
Serve as the main point of contact for a designated book of clients, managing their insurance needs with minimal oversight
Support the full client lifecycle — from onboarding and quoting to renewals, endorsements, audits, and claims
Provide guidance on coverage options, policy structures, and strategic insurance decisions
Coordinate with agents, underwriters, and carriers to ensure timely, accurate submissions and resolve client issues
Prepare proposals, renewals, and reports using CRM, mapping, and quoting tools
Maintain detailed client records and document all servicing activity in AMS360 or other systems
Assist with prospecting, referral follow-up, and client retention efforts
Support team projects and contribute to process improvements
Stay current on licensing, product training, and industry trends
Mentor junior team members as needed
Qualification
Required
3–5 years of experience in insurance account management, in Crop Insurance. (Property & Casualty experience is a bonus.)
Proven ability to manage a book of business and build long-term client relationships
Strong understanding of carrier underwriting guidelines and coverage forms
Excellent communication, negotiation, and problem-solving skills
Proficient in AMS360 or comparable agency management systems
Active insurance license(s) in applicable lines required
Detail-oriented with strong time management skills and the ability to work independently
Demonstrated adaptability in a fast-paced environment
Company
Trucordia
A top 20 U.S.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
BHMS Investments
2021-11-02Acquired
2017-03-02Private Equity
Leadership Team
Recent News
2024-04-24
Yahoo Finance
2024-04-06
Company data provided by crunchbase