Client Manager, Commercial Lines

🔥 3 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $85k - $90k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🤝 Client Partner

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Trucordia

WebsiteLinkedInAll Job Openings

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

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines. • Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals. • Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy. • Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure. • Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction. • Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization. • Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit. • Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement. • Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers. • Mentor junior account management staff, providing training, technical guidance, and performance feedback.

🎯 Requirements

• Minimum 7-10 years of insurance account management experience • Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision • Strong knowledge of insurance markets, risk management strategies, and advanced policy structures • Proven leadership skills, with experience mentoring or managing support staff or junior team members • Excellent client-facing communication, presentation, and strategic consulting skills • Proficient in AMS360 and other relevant tools and platforms • Active P&C and/or Life & Health licenses required; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred • Ability to handle high-pressure situations with poise and a client-first mindset.

🏖️ 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