Client Manager - Group
Listed on 2026-06-24
-
Sales
Insurance Sales -
Insurance
Insurance Sales
As a Group Benefits Client Manager, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our individual policy customers. The Group Benefits Client Manager will play a crucial role in the insurance industry, acting as a liaison between the Client and the Carrier.
Duties and Responsibilities:- Partner with producers to bind and secure renewals and new business.
- Handle client requests for endorsements to policies, certificates of insurance, and high-level general questions.
- Regular interaction with clients both on the phone and via email.
- Handle all servicing aspects of an existing book of business as well as market new business.
- Advise and assist clients by explaining coverage options / exclusions; making coverage recommendations; requesting policy changes and assisting with the needs of the client.
- 5+ years of experience in insurance account management
- Abilitytoworkwellunderpressureinateamenvironmentandeffectivelyprioritizingrisksto manageconcurrentworkflow.
- Possessexcellentinterpersonalskills,including listening,verbalandwrittencommunicationskills withtheabilitytocommunicateeffectively.
- Experience with Microsoft suite products and aptitude for benefits technology
- State Life and Health License required
Please see our company Benefits:
- Life and AD&D insurance
- FSA / HSA
- Commuter & Child Care FSA
- Pet Insurance
- Accident & Critical Illness
- Hospital Indemnity
- Employee Assistance Program (EAP)
- 11 Paid Holidays
- Flexible PTO
- 401K
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law.
Discrimination based on any of these factors is contrary to our operating philosophy.
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