Trucordia
Insurance
ClientManagerCommercialLines
“Client Manager - Commercial Lines at Trucordia. Skills: Client management, Account placement, Carrier relations. Serve as first point of contact. Provide prompt and professional service”
What You'll Achieve.
Successful renewal of accounts; Successful retention of accounts
Industry & Context.
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 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
Producers; Senior Client Managers; Internal stakeholders
Communication Scope
Written communication; Verbal communication
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