Client Manager- Commercial Lines

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.

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. 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 across the country, 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, 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, ensuring the industry recognizes our impact on clients and communities.

As a Commercial Lines Client Manager at Trucordia, you will assist clients and help them understand and determine their individual commercial line service needs. You will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers.

• Responsible for servicing a commercial book of business – marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating.
• Maintain productive business relations and engage in extensive contact with clients, account executives and underwriters.
• Ensure clients have continuous and proper coverage and advise clients of any change recommendations.
• Review current policies and provide recommendations regarding placement options.
• Apply knowledge of coverages and forms to research and reconcile discrepancies.
• Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction.

• Valid State Property and Casualty Brokers License.
• 3–5 years of experience in commercial lines.
• Developing knowledge of commercial insurance markets and an understanding of the supplemental insurance marketplace.
• Ability to work well under pressure and effectively prioritize risk decisions to manage concurrent workflow.
• Excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.
• Experience with AMS
  360 preferred.
• Carrier system knowledge preferred.

• 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.