Trucordia
Insurance
ClientManagerCommercialLines
“Client Manager -Commercial Lines at Trucordia. Skills: Client management, Commercial lines, Insurance brokerage. Serve as first point of contact. Provide prompt and professional service”
What You'll Achieve.
Grow Commercial Lines book of business
Industry & Context.
What They're Looking For.
Must Have
Active state-issued Insurance license (P&C and/or L&H)
Nice to Have
2 years of experience in insurance, 2 years of experience in customer service, 2 years of experience in a related field, AMS360 or similar agency management systems
What You'll Do.
Serve as first point of contact
Provide prompt and professional service
Manage placement of new accounts
Manage placement of renewal accounts
Assist with gathering underwriting information
Prepare submission materials
Maintain carrier relationships
Secure competitive quotes
Secure competitive solutions
Ensure successful renewal of accounts
Ensure successful retention of accounts
Maintain accurate records
Maintain up-to-date records
Collaborate with Producers
Collaborate with Senior Client Managers
Collaborate with internal stakeholders
Handle policy changes
Handle routine service items
How You'll Work.
Team & Collaboration
Internal stakeholders; Producers; Senior Client Managers
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