Commercial Lines Client Manager

🕒 Junho 25

🏄 California – Remoto

🏄 California – Remote

💵 $60.000 - $85.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🤝 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

• 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, producers 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. • Rounding out and cross selling book of business to reach the company growth goals. • Apply knowledge of coverages and forms to research and reconcile discrepancies. • Participate in development of new business and retention of renewal business. • Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products. • Produce business proposals and deliver professional presentations to clients.

🎯 Requisitos

• Valid state Property & Casualty License • 2 years of experience in an insurance brokerage environment • Must possess a developing knowledge of commercial insurance markets to place new business 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.

🏖️ 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