Client Manager – Group Benefits

🔥 7 minutes ago

🌽 Illinois – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

👻 Ghost score 18%

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Logo of Trucordia

Trucordia

1001 - 5000 employees

Founded 1987

💼 Consulting

⚖️ Legal

📦 Logistics

Consulting • Legal • Logistics

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 primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight • 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 • Troubleshoot complex client issues with underwriters and internal teams • Manage endorsements, claims inquiries, audits, and other service items • Maintain comprehensive and accurate client records in AMS360 and document all servicing activities • Mentor or support more junior account team members as needed • Stay informed on industry trends, product offerings, and regulatory changes impacting clients

🎯 Requirements

• 3–5 years of experience in insurance account management, preferably in both Property & Casualty and Life & Health lines • Proven ability to manage a book of business and build long-term client relationships • Strong understanding of carrier underwriting guidelines and coverage forms • Excellent communication, negotiation, and problem-solving skills • Proficient in AMS360 or comparable agency management systems • Active insurance license(s) in applicable lines (P&C and/or L&H) required • Detail-oriented with strong time management skills and the ability to work independently

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life Insurance and AD&D • FSA / HSA • Accident insurance • Critical illness insurance • Hospital indemnity insurance • Supplemental health insurance • EAP • Pet insurance • 11 paid holidays • Flexible PTO • 401K

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