Client Manager – Commercial Lines

8 hours ago

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

💵 $45k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

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Trucordia

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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 - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating. • Maintain productive business relations and engage in extensive contact with clients, account executives and underwriters. • Ensure clients have continuous and proper coverage and advise clients of any change recommendations. • Review current policies and provide recommendations regarding placement options. • Apply knowledge of coverages and forms to research and reconcile discrepancies. • Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction.

🎯 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 and understand the supplemental insurance marketplace. • Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow. • Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively. • Experience with AMS360 preferred. • 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