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Client Advocate

Job in Hastings, Barry County, Michigan, 49058, USA
Listing for: Trucordia
Full Time position
Listed on 2025-11-20
Job specializations:
  • Sales
    Insurance Sales
  • Insurance
    Insurance Sales, Insurance Agent
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: Hastings

Join to apply for the Client Advocate role at Trucordia

Company Description

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

Trucordia

Values
  • We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
  • We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
  • We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
  • We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
  • We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.
Job Description

We are actively searching for a Commercial Lines Insurance Client Advocate to support our Lansing office  work hard to build a great, team-oriented culture where you love coming to work every day alongside colleagues who love to work together to bring growth and WIN accounts! A Client Advocate focuses on promoting and securing business for commercial insurance products, working closely with carriers to understand their appetites and develop marketing strategies to attract new clients.

They analyze client needs, recommend insurance solutions, and build strong relationships with clients, carriers, and internal teams.

Duties and Responsibilities
  • This position is integral to the Commercial Lines Sales team to market and quote policies.
  • The successful candidate will be a team player with excellent organizational skills and a keen attention to detail, contributing to the agency's mission of providing exceptional service to clients.
  • In this role, the client advocate will support the Sales Team throughout the new business process, which includes marketing, quoting, presenting, binding, and issuing new Select Market business.
  • Provide weekly detailed reporting on all submissions received, quoted, declined and issued.
Qualifications
  • Marketing Knowledge:
    Strong understanding of marketing principles, digital marketing, and content creation.
  • Communication

    Skills:

    Excellent written and verbal communication skills for effective collaboration and presentation.
  • Sales

    Experience:

    Some experience in a sales environment is often beneficial.
  • Teamwork &

    Collaboration:

    Ability to work effectively with cross-functional teams.
Benefits
  • Medical, Dental, Vision
  • Life and AD&D insurance
  • FSA / HSA
  • Commuter & Child Care FSA
  • Cancer Support Benefits
  • 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. Attention Recruitment Agencies:
Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

Referrals increase your chances of interviewing at Trucordia by 2x.

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