PC Insurance Client Manager

Job Description

Reports To:

Client Service Team Leader

• Serve as the senior relationship executive for a portfolio of the firm’s most complex and high-revenue accounts. Develop and lead multi-year account strategies that address risk, compliance, cost management, and growth for clients.
• Coordinate and lead stewardship meetings and strategic planning sessions with client executives, CFOs, HR leaders, and other decision-makers.
• Act as a key resource during major client milestones, including acquisitions, expansions, restructurings, or claims-intensive events.
• Serve as the escalation point for high-priority service needs, compliance issues, or claims-related challenges.

• Carry and meet annual new revenue goals through coverage expansion within existing accounts.
• Proactively review and analyze assigned book of business to identify unmet coverage needs and cross-sell opportunities.
• Collaborate with producers and internal teams to build and present tailored insurance solutions that support client business goals.
• Track and report on revenue growth initiatives and successes; adjust strategy based on client responsiveness and market conditions.
• Leverage carrier and industry relationships to present unique or value-added solutions that enhance account performance.

• Provide mentorship and high-level technical guidance to Client Managers on complex placements or challenging accounts.
• Participate in practice group initiatives, market trend analysis, and strategic service innovation efforts.
• Represent the agency in high-level client interactions, industry forums, or strategic planning engagements.

• Ensure all servicing activities meet internal quality standards, client expectations, and regulatory requirements.
• Maintain thorough and accurate documentation of client interactions, coverage decisions, and growth opportunities in AMS
  360 and related systems.
• Monitor and assess profitability of assigned accounts and recommend adjustments as necessary.

• 10+ years of experience in insurance account management, including significant experience with large, complex commercial accounts.
• Deep technical expertise in both Property & Casualty and Life & Health insurance lines.
• Proven track record of revenue generation through cross-selling and strategic account development.
• Excellent consultative, communication, and presentation skills, with the ability to influence C-suite executives. Strong knowledge of insurance markets, risk management principles, and financial metrics related to account profitability.
• Proficient in AMS
  360 or similar agency management systems.
• Active P&C and L&H licenses required. Advanced designations (CIC, CRM, CPCU, CEBS) strongly preferred.

• 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

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.