Trucordia · 5 hours ago
Client Manager
United States
Full-time
Remote
Entry Level
$60K/yr - $100K/yr
1+ years expTrucordia is a rapidly growing insurance brokerage that values client relationships and employee success. The Client Manager will serve as the first point of contact for clients, manage account placements, and ensure client retention through proactive service and collaboration with internal teams.
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
Required
1–2 years of experience in insurance, customer service, or a related field required
Basic understanding of Property & Casualty and/or Life & Health insurance concepts
Strong interpersonal and communication skills, both written and verbal
Proven ability to manage multiple tasks and priorities in a deadline-driven environment
Must be detail-oriented with strong organizational skills
Active state-issued Insurance license (P&C and/or L&H) required
Preferred
Familiarity with AMS360 or similar agency management systems is a plus
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey 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
2024-04-24
Yahoo Finance
2024-04-06
Company data provided by crunchbase