Trucordia

Extraordinary opportunity. Exceptional experience.

Client Manager – Commercial Lines

Client PartnerSalesFull TimeRemoteTeam 1,001-5,000Since 1987H1B No SponsorCompany SiteLinkedIn

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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