Trucordia
1001 - 5000 employees
Founded 1987
💸 Finance
🤝 B2B
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.
Client Manager – Personal Lines
🕒 May 22
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Trucordia
1001 - 5000 employees
Founded 1987
💸 Finance
🤝 B2B
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.
📋 Description
• Responsible for the day-to day account management of an assigned book of business which may include client communication, policy changes, renewals, payments & claims. • Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication. • Operate and maintain our agency management computer program. • Keep informed of changes and trends within the industry for the purpose of anticipating and responding to client’s needs. • Actively close sales depending on the client’s needs. • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
🎯 Requirements
• Valid Property and Casualty Insurance License • Excellent organizational, interpersonal, communication skills and ability to work in a team environment. • Minimum 1 year of insurance industry experience servicing personal accounts • Thorough knowledge of personal lines coverage and markets. • Experience with a client management system. • AMS360 preferred • Experience with Excel and Word
🏖️ Benefits
• 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
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