Trucordia
Trucordia
1,001 – 5,000 Employees
ConsultingLegalLogistics
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.

Remote Client Manager, Commercial Lines - Trucordia

Manage new and renewal commercial insurance accounts for Trucordia, coordinating carriers, policies, client service, and retention.

Description

  • Act as the primary contact for clients, delivering timely and professional service
  • Place new and renewal accounts with carrier partners across Property & Casualty and Life & Health lines
  • Collect underwriting details and help prepare account submission materials
  • Build carrier relationships to obtain competitive quotes and suitable client solutions
  • Support renewals and account retention through proactive service and relationship management
  • Keep client and policy records accurate and current in AMS360
  • Partner with Producers, Senior Client Managers, and internal stakeholders to address client needs
  • Process policy changes, endorsements, certificates, and other routine service requests accurately and efficiently
  • Report to the Operations Manager

Requirements

  • At least five years of experience in insurance, customer service, or a related field is preferred
  • Hold an active Property & Casualty or Life & Health insurance license
  • An active state-issued Property & Casualty and/or Life & Health insurance license is required
  • Demonstrate strong written and verbal communication and interpersonal abilities
  • Manage competing tasks and priorities effectively in a deadline-oriented environment
  • Experience with AMS360 or a comparable agency management system is a plus
  • Bring strong organization skills and careful attention to detail

Benefits

  • Medical, dental, and vision coverage
  • Life insurance and accidental death and dismemberment coverage
  • Flexible spending account and health savings account
  • Accident insurance
  • Critical illness insurance
  • Hospital indemnity coverage
  • Supplemental health insurance
  • Employee assistance program
  • Pet insurance
  • 11 paid holidays
  • Flexible paid time off
  • 401(k)

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