Client Manager III

🕒 3 days ago

🏄 California – Remote

🏄 California – Remote

💵 $105k - $130k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🤝 Client Partner

👻 Ghost score 4%

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Trucordia

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💼 Consulting

⚖️ Legal

📦 Logistics

Consulting • Legal • Logistics

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.

📋 Description

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines • Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals • Manage and oversee renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy • Cultivate trusted advisor status with client executives on risk mitigation and insurance program structure • Lead internal servicing teams, coordinating Client Managers I/II, Producers, and support staff • Anticipate client needs and identify opportunities for program enhancements, cross-selling, and coverage optimization • Oversee account documentation integrity in AMS360, ensuring accuracy, compliance, and audit readiness • Stay abreast of insurance trends, legislative developments, and market conditions • Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers

🎯 Requirements

• Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty • Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision • Strong knowledge of insurance markets, risk management strategies, and advanced policy structures • Proven leadership skills, with experience mentoring or managing support staff or junior team members • Excellent client-facing communication, presentation, and strategic consulting skills • Proficient in AMS360 and other relevant tools and platforms preferred • Active P&C license required • Advanced certifications such as CIC, CRM, or CPCU strongly preferred • Ability to handle high-pressure situations with poise and a client-first mindset

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life Insurance and AD&D • FSA / HSA • Accident insurance • Critical Illness insurance • Hospital Indemnity • Supplemental Health Insurance • EAP • Pet Insurance • 11 Paid Holidays • Flexible PTO • 401K

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