Trucordia · 7 hours ago
Client Manager - Commercial Lines
Irvine, CA
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $120K/yr
2+ years expTrucordia is a rapidly growing insurance brokerage focused on delivering exceptional experiences and opportunities for clients and employees. As a Commercial Lines Client Manager, you will assist clients in understanding their commercial line service needs, while providing outstanding customer service and maintaining productive business relationships.
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, producers 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
Rounding out and cross selling book of business to reach the company growth goals
Apply knowledge of coverages and forms to research and reconcile discrepancies
Participate in development of new business and retention of renewal business
Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products
Produce business proposals and deliver professional presentations to clients
Qualification
Required
Valid state Property & Casualty License
2 years of experience in an insurance brokerage environment
Must possess a developing knowledge of commercial insurance markets to place new business 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
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