Client Manager – Commercial Lines

🕒 Julho 28

🏄 California – Remoto

🏄 California – Remote

💵 $43 - $52 / hora

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🤝 Parceiro de Cliente

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Trucordia

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1987

💼 Consultoria

⚖️ Jurídico

📦 Logística

Consulting • Legal • Logistics

A Trucordia é uma corretora de seguros nacional que oferece soluções personalizadas de gestão de riscos e seguros tanto para indivíduos quanto para empresas. Com foco em coberturas sob medida, ela fornece serviços em seguros comerciais e pessoais, assim como soluções de benefícios. Seu objetivo é ajudar os clientes a gerirem riscos de forma eficaz, permitindo que se concentrem no que é mais importante.

Descrição

• Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight. • Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. • Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. • Oversee onboarding of new accounts, including collection and analysis of underwriting data. • Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently. • Manage endorsements, claims inquiries, audits, and other service items with high attention to detail. • Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities. • Mentor or support more junior account team members as needed. • Stay informed on industry trends, product offerings, and regulatory changes impacting clients.

🎯 Requisitos

• 3–5 years of experience in insurance account management, preferably in both Property & Casualty and Life & Health lines. • Proven ability to manage a book of business and build long-term client relationships. • Strong understanding of carrier underwriting guidelines and coverage forms. • Excellent communication, negotiation, and problem-solving skills. • Proficient in AMS360 or comparable agency management systems. • Active insurance license(s) in applicable lines (P&C and/or L&H) required. • Detail-oriented with strong time management skills and the ability to work independently.

🏖️ Benefícios

• 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