Commercial Lines Client Manager

3 days ago

☕ Washington – Remote

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

💵 $44.9k - $58.5k / 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. • Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. • Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. • Oversee onboarding of new accounts, including collection and analysis of underwriting data. • 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. • Stay informed on industry trends, product offerings, and regulatory changes impacting clients.

🎯 Requirements

• Valid State Property and Casualty Brokers License • 1-5 years minimum of experience in commercial lines • 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 prioritize 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. • Carrier system knowledge preferred. • Experience working with Adult Family Homes is 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