Trucordia · 6 hours ago
Client Manager
Irvine, CA
Full-time
Hybrid
Mid, Senior Level
$60K/yr - $120K/yr
5+ years expTrucordia is an insurance brokerage that focuses on delivering exceptional experiences and opportunities for employees and clients. As a Commercial Lines Client Manager, you will assist clients in determining their commercial line service needs and provide extraordinary customer service through various responsibilities including servicing a commercial book of business and maintaining productive business relations.
Business DevelopmentConsultingInsuranceRisk Management
Responsibilities
Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating
Maintain productive business relations and engage in extensive contact with clients, account executives and underwriters
Ensure clients have continuous and proper coverage and advise clients of any change recommendations
Review current policies and provide recommendations regarding placement options
Apply knowledge of coverages and forms to research and reconcile discrepancies
Qualification
Required
Valid California State Property and Casualty Brokers License
5 years of experience in commercial lines
Must possess a developing knowledge of commercial insurance markets and understand the supplemental insurance marketplace
Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow
Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively
Preferred
Experience with AMS360
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