Trucordia

Insurance

ClientManagerCommercialLines

$55–75k ~AI est. Lindon, Utah, United States FULL TIME
The Brief

“Client Manager - Commercial Lines at Trucordia. Serve as the first point of contact for. Provide prompt and professional service”

Industry & Context.

Insurance

What They're Looking For.

Must Have

Active state-issued Insurance license (P&C and/or L&H) required

Nice to Have

1–2 years of experience in insurance, customer service, or a related field preferred, Familiarity with AMS360 or similar agency management systems is a plus

What You'll Do.

Serve as the first point of contact for

Provide prompt and professional service

Manage the placement of new and renewal accounts

Manage accounts with carrier partners

Assist with gathering underwriting information

Prepare submission materials

Maintain carrier relationships

Secure competitive quotes for clients

Secure competitive solutions for clients

Ensure the successful renewal of accounts

Ensure the retention of accounts

Maintain accurate and up-to-date records

Maintain records in the AMS360 agency management system

Collaborate with Producers

Collaborate with Senior Client Managers

Collaborate with other internal stakeholders

Handle policy changes

Handle other routine service items

Handle service items efficiently

Handle service items accurately

How You'll Work.

Team & Collaboration

Producers; Senior Client Managers; Internal stakeholders

Free ATS check

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