Trucordia · 3 weeks ago
Client Manager- Personal Lines
United States
Full-time
Remote
Entry Level
$22/hr - $26/hr
1+ years expTrucordia is a rapidly growing insurance brokerage committed to delivering exceptional experiences and opportunities for its employees and clients. The Client Manager for Personal Lines will serve as the first point of contact for clients, manage account placements, and ensure successful account renewals and retention through proactive relationship management.
Health InsuranceProperty & Casualty InsuranceInsuranceLife Insurance
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
Active P&C Insurance License or L&H Insurance License
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
1–2 years of experience in insurance, customer service, or a related field preferred
Familiarity with AMS360 or similar agency management systems is a plus
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
Trucordia a full-service insurance brokerage firm which provides complete risk management solutions. It is a sub-organization of Peter C. Foy & Associates.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$5.5BKey Investors
Blue OwlThe Carlyle GroupHGGC,The Carlyle Group
2025-07-18Debt Financing· $2.9B
2025-06-04Private Equity· $1.3B
2024-04-24Debt Financing· $400M
Leadership Team
Felix Morgan
Chief Executive Officer
Michael Moran
Chief Operating Officer
Recent News
Columbia West
2026-08-01
2024-04-24
Company data provided by crunchbase