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Trucordia · 2 hours ago

Client Manager

Stoughton, MA

Full-time

Onsite

Entry Level

$50K/yr - $65K/yr

1+ years exp

Trucordia is a rapidly growing insurance brokerage committed to delivering exceptional experiences for clients and employees alike. The Client Manager will serve as the primary contact for clients, manage account placements, and ensure account retention through proactive service and relationship management.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

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. Assist with gathering underwriting information and preparing submission materials

Maintain strong carrier relationships to secure competitive quotes and solutions for clients

Ensure the successful renewal and retention of accounts through proactive service and relationship management. Maintain accurate and up-to-date records in the AMS360 agency management system

Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately

Qualification

P&CLife & Health knowledgeBilingual Portuguese/SpanishAMS360 familiarityInterpersonal skillsMulti-tasking abilityCustomer service experienceOrganizational skillsCommunication skillsDetail-oriented