Trucordia
insurance brokerage
ClientManagerGroupBenefits
“Client Manager - Group Benefits at Trucordia. Skills: Group benefits, Client management, Insurance brokerage. Partner with producers to bind renewals. Partner with producers to secure new business”
Industry & Context.
What They're Looking For.
Must Have
5+ years insurance account management, State Life and Health License required
What You'll Do.
Partner with producers to bind renewals
Partner with producers to secure new business
Handle client requests for endorsements
Handle client requests for certificates
Answer high-level general questions
Interact with clients on phone
Interact with clients via email
Handle servicing existing book
Advise clients on coverage options
Explain coverage options
Make coverage changes
Request policy changes
Assist with client needs
How You'll Work.
Team & Collaboration
Partner with producers
Communication Scope
Written communication; Verbal communication
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