Trucordia · 19 hours ago
Client Manager- Commercial Lines
Lancaster, MA
Full-time
Onsite
Mid Level
3+ years expTrucordia is a rapidly growing insurance brokerage with a strong focus on exceptional client experiences. As a Commercial Lines Client Manager, you will assist clients in understanding their commercial line service needs and ensure they receive outstanding customer service through various responsibilities including risk analysis and policy management.
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
Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction
Qualification
Required
Valid State Property and Casualty Brokers License
3-5 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 preferred
Carrier system knowledge preferred
Benefits
Medical, Dental, Vision
Life Insurance and AD&D
FSA / HSA
Accident
Critical Illness
Hospital Indemnity
Supplemental Health Insurance
EAP
Pet Insurance
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