Trucordia
1001 - 5000 employees
Founded 1987
đź’¸ 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.
Commercial Lines Client Manager
🔥 0 minutes ago
🏄 California – Remote
đź’µ $60k - $85k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🤝 Client Partner
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Trucordia
1001 - 5000 employees
Founded 1987
đź’¸ 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.
đź“‹ 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, producers 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. • Rounding out and cross selling book of business to reach the company growth goals. • Apply knowledge of coverages and forms to research and reconcile discrepancies. • Participate in development of new business and retention of renewal business. • Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products. • Produce business proposals and deliver professional presentations to clients.
🎯 Requirements
• Valid state Property & Casualty License • 2 years of experience in an insurance brokerage environment • Must possess a developing knowledge of commercial insurance markets to place new business 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.
🏖️ 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
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