Client Manager

October 3

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Logo of Trucordia

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

• Responsible for servicing a commercial book of business • Maintain productive business relations with clients, account executives, and underwriters • Ensure clients have continuous and proper coverage • Review current policies and provide recommendations • Act as a liaison between clients, carriers, and internal teams

🎯 Requirements

• Valid State Property and Casualty Brokers License • 3-5 years of experience in commercial lines ( preferred not required ) • Must possess a developing knowledge of commercial insurance markets • Ability to work well under pressure in a team environment • Possess excellent interpersonal skills • Experience with AMS360 ( preferred not required ) • Bilingual (English & Spanish) (preferred not required)

🏖️ Benefits

• Medical, Dental, Vision • Life and AD&D insurance • FSA / HSA • Commuter & Child Care FSA • Cancer Support Benefits • Pet Insurance • Accident & Critical Illness • Hospital Indemnity • Employee Assistance Program (EAP) • 11 Paid Holidays • Flexible PTO • 401K

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