
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.
3 hours ago

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.
• Serve as the main point of contact for a designated book of clients, managing their insurance needs with minimal oversight. • Support the full client lifecycle — from onboarding and quoting to renewals, endorsements, audits, and claims. • Provide guidance on coverage options, policy structures, and strategic insurance decisions. • Coordinate with agents, underwriters, and carriers to ensure timely, accurate submissions and resolve client issues. • Prepare proposals, renewals, and reports using CRM, mapping, and quoting tools. • Maintain detailed client records and document all servicing activity in AMS360 or other systems. • Assist with prospecting, referral follow-up, and client retention efforts. • Support team projects and contribute to process improvements. • Stay current on licensing, product training, and industry trends. • Mentor junior team members as needed.
• 3–5 years of experience in insurance account management, in Crop Insurance. • 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 required. • Detail-oriented with strong time management skills and the ability to work independently. • Demonstrated adaptability in a fast-paced environment.
• All your information will be kept confidential according to EEO guidelines • Trucordia is an equal opportunity employer.
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