Trucordia

Extraordinary opportunity. Exceptional experience.

Account Manager

Account ManagerSalesFull TimeRemoteTeam 1,001-5,000Since 1987H1B No SponsorCompany SiteLinkedIn

Location

Ohio

Posted

10 days ago

Salary

Not specified

1 yr expEnglish

Job Description

• Serve as the first point of contact for clients, providing prompt and professional service. • Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines. • Assist with gathering underwriting information and preparing submission materials. • Maintain strong carrier relationships to secure competitive quotes and solutions for clients. • Ensure the successful renewal and retention of accounts through proactive service and relationship management. • Maintain accurate and up-to-date records in the AMS360 agency management system. • Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. • Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

Job Requirements

  • 1–2 years of experience in insurance, customer service, or a related field preferred.
  • Active P&C Insurance License or L&H Insurance License
  • Strong interpersonal and communication skills, both written and verbal.
  • Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
  • Familiarity with AMS360 or similar agency management systems is a plus.
  • Must be detail-oriented with strong organizational skills.
  • Active state-issued Insurance license (P&C and/or L&H) required.

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

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