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Trucordia · 1 day ago

Personal Lines Client Manager

Denver, CO

Full-time

Onsite

Mid, Senior Level

$60K/yr - $75K/yr

5+ years exp

Trucordia is a rapidly growing insurance brokerage that focuses on providing exceptional experiences and opportunities for employees, clients, and stakeholders. The Personal Lines Client Manager will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

Manage and maintain relationships with existing personal Lines insurance clients

Review and analyze insurance policies to ensure appropriate coverage and compliance

Process policy changes, renewals, and endorsements for insurance accounts

Conduct risk assessments and provide risk management recommendations

Coordinate with underwriters and insurance carriers for policy placement

Handle client inquiries and resolve coverage-related issues

Monitor and ensure compliance and insurance requirements

Prepare insurance documentation, certificates, and policy summaries

Develop and implement client retention strategies

Maintain accurate client records and documentation in CRM system

Qualification

Active Property & Casualty LicensePersonal lines insurance experienceBilingual (English/Spanish)Insurance policy managementRisk assessmentSales ForceAMS 360MS Office SuiteAccount management skillsClient service skillsAnalytical abilitiesProblem-solving abilitiesOrganizational skillsCommunication skills