Trucordia
insurance brokerage
Sr.ClientManager
“Sr. Client Manager at Trucordia. Skills: insurance account management, client relationship management, AMS360 proficiency. Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight. Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing”
Industry & Context.
Excellent problem-solving skills; Troubleshoot complex client issues
What They're Looking For.
Must Have
3–5 years of experience in insurance account management, Proven ability to manage a book of business and build long-term client relationships, understanding of carrier underwriting guidelines and coverage forms, Excellent communication, negotiation, and problem-solving skills, Active insurance license(s) in applicable lines (P&C and/or L&H) required, Detail-oriented with time management skills and the ability to work independently
What You'll Do.
Serve as the primary day-to-day contact for a designated book of clients
managing their insurance needs with minimal oversight
Lead the renewal and remarketing process
coordinating with carriers to secure optimal coverage and pricing
Provide consultative guidance to clients on coverage gaps
and strategic insurance decisions
Oversee onboarding of new accounts
including collection and analysis of underwriting data
Troubleshoot complex client issues
working with underwriters and internal teams to resolve problems efficiently
and other service items with high attention to detail
Utilize AMS360 to maintain comprehensive
accurate client records and document all servicing activities
Mentor or support more junior account team members as needed
Stay informed on industry trends
and regulatory changes impacting clients
How You'll Work.
Team & Collaboration
Collaborate with carriers; Work with underwriters and internal teams; Support more junior account team members
Communication Scope
Excellent communication
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