Personal Lines Client Manager

Client Manager

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 communities across the country, and now we’ve joined forces 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.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, and the impact we’re having on our clients and communities.

Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices who actively, genuinely care about our clients, each other, and the quality of our work.

• We actively, genuinely care about our clients, each other and the quality of our work.
• 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 outperform expectations of what an insurance brokerage can achieve.
• We celebrate both individual successes and collective accomplishments.

Client Service Team Leader

• Serve as the primary day‑to‑day contact for a designated book of clients, managing their insurance needs with minimal oversight.
• Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. Oversee onboarding of new accounts, including collection and analysis of underwriting data.
• Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently. Manage endorsements, claims inquiries, audits, and other service items with high attention to detail.
• Utilize AMS
  360 to maintain comprehensive, accurate client records and document all servicing activities.
• Mentor or support more junior account team members as needed.
• Stay informed on industry trends, product offerings, and regulatory changes impacting clients.

• 3–5 years of experience in insurance account management, preferably in Personal Lines.
• Proven ability to manage a book of business and build long‑term client relationships.
• Strong understanding of carrier underwriting guidelines and coverage forms.
• Excellent communication, negotiation, and problem‑solving skills.
• Proficient in AMS
  360 or comparable agency management systems.
• Active insurance license(s) in applicable lines (P&C and/or L&H) required.
• Detail-oriented with strong time management skills and the ability to work independently.

• 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
• 401(k)

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.