
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.
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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.
• 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 renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy • Act as a consultative partner on risk mitigation and insurance program structure • Lead internal servicing teams and coordinate Client Managers I/II, Producers, and support staff • Identify opportunities for program enhancements, cross-selling, and coverage optimization • Oversee account documentation integrity in AMS360 for accuracy, compliance, and audit readiness • Monitor emerging insurance trends, legislative developments, and market conditions • Participate in client stewardship meetings, proposal development, and executive presentations • Mentor junior account management staff through training, technical guidance, and performance feedback
• Minimum 7-10 years of insurance account management experience • Strong track record in Property & Casualty and Life & Health • Experience managing complex, multi-location, or industry-specific accounts with minimal supervision • Strong knowledge of insurance markets, risk management strategies, and advanced policy structures • 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 such as CIC, CRM, or CPCU strongly preferred • Ability to handle high-pressure situations with poise and a client-first mindset
• Medical insurance • Dental insurance • Vision insurance • Life Insurance and AD&D • FSA / HSA • Accident insurance • Critical Illness insurance • Hospital Indemnity • Supplemental Health Insurance • EAP • Pet Insurance • 11 Paid Holidays • Flexible PTO • 401K
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