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
🕒 April 25
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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 • Client communication, policy changes, renewals, payments & claims • Identify, qualify, and develop personal insurance opportunities with clients • Operate and maintain the agency management computer program • Keep informed of changes and trends within the industry • Actively close sales depending on the client’s needs • Conduct business showing understanding of business and earnings implications
🎯 Requirements
• Valid Property and Casualty Insurance License • Excellent organizational skills • Excellent interpersonal skills • Excellent communication skills • 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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