Trucordia
Extraordinary opportunity. Exceptional experience.
Client Manager – Commercial Lines
Location
California
Posted
46 days ago
Salary
$30 - $50 / hour
Bachelor Degree3 yrs expEnglish
Job Description
• 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.
Job Requirements
- 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.
Benefits
- Medical, Dental, Vision
- Life and AD&D insurance
- FSA / HSA
- Commuter & Child Care FSA
- Cancer Support Benefits
- Pet Insurance
- Accident & Critical Illness
- Hospital Indemnity
- Employee Assistance Program (EAP)
- 11 Paid Holidays
- Flexible PTO
- 401K
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