Client Advocate

Trucordia is hiring with an extraordinary opportunity and exceptional experience in an insurance brokerage context. This role supports Client Services and administrative tasks within the Client Service team.

Position type:
Full-time.

Reports To:

Client Service Team Leader.

• Assist Account Managers with processing insurance transactions, including new and renewal policy processing; endorsements, audits, cancellations, and restatements.
• Maintain up-to-date and accurate account information in the agency management system (AMS
  360).
• Request and track information from carriers as needed.
• Collaborate with Client Executives and Client Managers on transactional service needs.
• Assemble and format client information packets and deliverables.
• Monitor billing, payments, and reconciliation issues.
• Analyze data and spreadsheets for internal and client use.
• Support document management, compliance checks, and reporting processes.
• Proactively identify and communicate any administrative issues or inconsistencies.

• High school diploma or equivalent.
• Strong attention to detail and organizational skills.
• Proficiency with Microsoft Excel and other Office applications.
• Excellent written communication and task follow-through.
• Interest in the insurance industry and a willingness to learn.
• Ability to work independently while taking direction from multiple team members.

• 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. Decisions involving hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities, without regard to age, ancestry, color, race, national origin, disability, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, marital status, or any other condition 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 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.

Note:

This description may include references to job openings that are currently listed; refer to official postings for active status.