Trucordia
Insurance • Finance • B2B
Trucordia is a national insurance brokerage that delivers tailored risk management and insurance solutions for both individuals and businesses. With a focus on customized coverage, they provide services in commercial and personal insurance, as well as benefits solutions. Their aim is to help clients manage risks effectively, allowing them to concentrate on what matters most.
1001 - 5000 employees
Founded 1987
💸 Finance
🤝 B2B
Client Advocate
Job not on LinkedIn
October 2
Trucordia
Insurance • Finance • B2B
Trucordia is a national insurance brokerage that delivers tailored risk management and insurance solutions for both individuals and businesses. With a focus on customized coverage, they provide services in commercial and personal insurance, as well as benefits solutions. Their aim is to help clients manage risks effectively, allowing them to concentrate on what matters most.
1001 - 5000 employees
Founded 1987
💸 Finance
🤝 B2B
📋 Description
• Provide administrative and technical support to the Chivaroli team including but not limited to faxing, filing, copying, answering phones, editing, formatting and proofreading documents • Answer incoming phone calls in a prompt and professional manner • Project a professional company image through in-person and phone interaction • Input quotation information, formatting, and binding proposals • Converse with clients and insurance carrier representatives regarding policy renewals, policy amendments, coverage terms and conditions, certificate of insurance and other insurance related matters • Complete various analysis projects as assigned • Update and maintain policy information in agency management system • Develop a foundation of knowledge regarding the insurance industry in general, specific coverage lines offered by the Company, as well as the Company’s unique business practices and procedures • Perform other duties and projects as assigned by management, President, or other team members
🎯 Requirements
• Minimum high school graduate or equivalent • Valid California Property & Casualty License • Basic understanding of business service functions • Previous office or customer service experience required • Prior insurance experience is required
🏖️ Benefits
• Medical • Dental • Vision • Life Insurance and AD&D • FSA / HSA • Accident & Critical Illness • Hospital Indemnity • Pet Insurance • 11 Paid Holidays • Flexible PTO • 401K
Apply NowSimilar Jobs
September 22
Customer Advocate processing mortgage loan applications for Freedom Mortgage, ensuring compliance with mortgage lending guidelines. Responsible for analyzing applications and customer communication throughout the submission process.
September 22
Customer Advocate responsible for processing loan applications and managing client communications. Ensuring compliance with mortgage lending guidelines and providing essential updates throughout the loan process.