Trucordia

insurance

ClientManager

$85–125k ~AI est. Madison, Mississippi, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for mid candidates.

The Brief

“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.

insurance
Problems you'll solve

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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