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Trucordia · 2 days ago

Personal Lines Client Manager

Sandy, UT

Full-time

Onsite

Mid Level

3+ years exp

Trucordia is a rapidly growing insurance brokerage with a commitment to exceptional client experiences. The Personal Lines Client Manager will serve as the primary contact for clients, managing their insurance needs, leading the renewal process, and providing consultative guidance on coverage and policy structures.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight

Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. Oversee onboarding of new accounts, including collection and analysis of underwriting data

Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently. Manage endorsements, claims inquiries, audits, and other service items with high attention to detail

Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities

Mentor or support more junior account team members as needed

Stay informed on industry trends, product offerings, and regulatory changes impacting clients

Qualification

Insurance account managementClient relationship managementActive insurance licenseCarrier underwriting guidelinesAMS360 proficiencyCommunication skillsNegotiation skillsProblem-solving skillsDetail-orientedTime management skills