Trucordia
insurance
ClientManager
Neural analysis suggests this role is
optimal for mid candidates.
“Client Manager at Trucordia. Skills: Client relationship management, Insurance product knowledge, Account management. Serve as day-to-day contact. Manage client insurance needs”
Industry & Context.
Troubleshoot complex client issues; Problem-solving skills; Analytical thinking
What They're Looking For.
Must Have
2–4 years client account management, Active insurance license(s), Proficiency in AMS360
Nice to Have
Experience in insurance renewals, Experience with underwriting processes, Experience with account management
What You'll Do.
Serve as day-to-day contact
Manage client insurance needs
Lead renewal initiatives
Lead remarketing initiatives
Coordinate with carriers
Secure competitive coverage
Secure competitive pricing
Provide consultative guidance
Oversee onboarding process
Collect underwriting data
Organize underwriting data
Analyze underwriting data
Troubleshoot client issues
Collaborate with underwriters
Collaborate with internal teams
Deliver timely resolutions
Manage claims inquiries
Manage service requests
Maintain client records
Document servicing activities
Support junior team members
Mentor junior team members
Stay informed on industry trends
Stay informed on product offerings
Stay informed on regulatory changes
Build client relationships
Nurture client relationships
How You'll Work.
Team & Collaboration
Collaborate with underwriters; Collaborate with internal teams; Collaborate with team members
Communication Scope
Written communication; Verbal communication; Negotiation
Full Job 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. 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, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values 1. 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. 2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. 3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”? 4. We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. 5. 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. We're looking for a detail-oriented and customer-focused Client Manager to join our team in Madison, M
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