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Trucordia is a national insurance brokerage serving individuals and businesses with tailored risk management and coverage solutions. Its work spans commercial insurance, personal insurance, and employee benefits, helping clients identify and address risks through customized protection strategies. The company’s roles may suit professionals interested in insurance advisory services, client risk analysis, and solutions designed for different personal and business needs.
Client Manager, Group Benefits — Illinois Remote
Manage group benefits insurance accounts remotely from Illinois for Trucordia, a U.S. insurance brokerage. Lead renewals, client advisory support, account onboarding, and carrier coordination.
Description
- Act as the primary day-to-day contact for an assigned client portfolio, handling insurance needs with limited supervision
- Direct renewal and remarketing efforts while working with carriers to obtain suitable coverage and pricing
- Advise clients on coverage gaps, policy structures, and broader insurance decisions
- Manage new-account onboarding, including the collection and review of underwriting information
- Resolve complex client matters in collaboration with underwriters and internal teams
- Handle endorsements, claims questions, audits, and related service requests
- Keep complete, accurate client records in AMS360 and document all servicing work
- Provide mentorship and support to less experienced account team members when needed
- Monitor industry developments, insurance products, and regulatory changes relevant to clients
Requirements
- Three to five years of insurance account management experience, ideally spanning Property & Casualty and Life & Health lines
- Demonstrated experience managing a book of business and developing lasting client relationships
- Strong knowledge of carrier underwriting guidelines and coverage forms
- Excellent communication, negotiation, and problem-solving abilities
- Proficiency with AMS360 or a comparable agency management system
- Active insurance license(s) for applicable lines, including P&C and/or L&H, is required
- Strong attention to detail, time management, and independent-work skills
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance and AD&D coverage
- FSA/HSA
- Accident insurance
- Critical illness insurance
- Hospital indemnity insurance
- Supplemental health insurance
- Employee Assistance Program (EAP)
- Pet insurance
- 11 paid holidays
- Flexible paid time off
- 401(k)
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