Reports To: Client Service Team Leader
Duties and Responsibilities:
- 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, policy structures, 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. Manage endorsements, claims inquiries, audits, 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, product offerings, and regulatory changes impacting clients.
- 3–5 years of experience in insurance account management, preferably in both Property & Casualty and Life & Health lines.
- Proven ability to manage a book of business and build long-term client relationships.
- Strong understanding of carrier underwriting guidelines and coverage forms.
- Excellent communication, negotiation, and problem-solving skills.
- Proficient in AMS360 or comparable agency management systems.
- Active insurance license(s) in applicable lines (P&C and/or L&H) required.
- Detail-oriented with strong time management skills and the ability to work independently.
Please see our company Benefits:
- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.