Trucordia

Client Partner

• Serve as the main point of contact for a designated book of clients, managing their insurance needs with minimal oversight.
• Support the full client lifecycle — from onboarding and quoting to renewals, endorsements, audits, and claims.
• Provide guidance on coverage options, policy structures, and strategic insurance decisions.
• Coordinate with agents, underwriters, and carriers to ensure timely, accurate submissions and resolve client issues.
• Prepare proposals, renewals, and reports using CRM, mapping, and quoting tools.
• Maintain detailed client records and document all servicing activity in AMS360 or other systems.
• Assist with prospecting, referral follow-up, and client retention efforts.
• Support team projects and contribute to process improvements.
• Stay current on licensing, product training, and industry trends.
• Mentor junior team members as needed.

Client Manager – Crop Insurance

Producer

• Meets established sales quotas on monthly, quarterly, and annual basis
• Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business
• Acts as subject matter expert to master chosen area of focus for highest probability of long-term success
• Continually manages a book of business to support high renewal rates
• Collaborates with Client Service to analyze renewal business and place new business accounts
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.

Insurance Producer – Sales

• Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating.
• Maintain productive business relations and engage in extensive contact with clients, account executives and underwriters.
• Ensure clients have continuous and proper coverage and advise clients of any change recommendations.
• Review current policies and provide recommendations regarding placement options.
• Apply knowledge of coverages and forms to research and reconcile discrepancies.
• Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction.

Client Manager – Commercial Lines

Sales

• Manage Producer calendars for calls, in-person appointments, association meetings, industry events, carrier meetings, etc.
• Oversee Salesforce management by entering new leads, appropriately notating activities, etc.
• Communicate with clients/prospects for scheduling, follow-up and information/data gathering.
• Build call lists based on Salesforce data.
• Manage and execute email and social media campaigns.
• Aid Producers with any activity that supports Production efforts.

Sales Assistant

• 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.

Client Manager

• Responsible for servicing a commercial book of business - marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating.
• 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.
• Ensure clients have continuous and proper coverage and advise clients of any change recommendations.
• Review current policies and provide recommendations regarding placement options.
• Apply knowledge of coverages and forms to research and reconcile discrepancies.
• Act as a liaison between clients, carriers and internal teams to ensure comprehensive service delivery, policy accuracy and client satisfaction.
• Stay informed on industry trends, product offerings, and regulatory changes impacting clients.

Commercial Lines Client Manager

Outside Sales

• Maintain a current Florida 215 Health License and active Florida Blue appointment
• Complete all mandatory training, certifications, and carrier onboarding
• Sell Florida Blue products through compliant sales processes: face-to-face, phone, and electronic
• Guide prospects through the entire sales process from lead to close
• Manage book of business through renewals, service, and retention efforts

External Sales Contractor

• Meets established sales quotas on monthly, quarterly, and annual basis.
• Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
• Acts as subject matter expert to master chosen area of focus for highest probability of long-term success.
• Continually manages a book of business to support high renewal rates.
• Collaborates with Client Service to analyze renewal business and place new business accounts.
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tolls and sales management platform.

Insurance Producer – Trucking

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C lines.
• Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals.
• Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy.
• Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure.
• Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction.
• Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization.
• Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit.

Client Manager – Commercial Lines, Middle Market

• Developing new sales opportunities
• Managing existing client relationships
• Providing risk management solutions tailored to clients of all sizes
• Building/generating a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts
• Present customized insurance solutions to meet clients' specific needs including but not limited to homeowners, auto, umbrella, earthquake, and personal articles floaters
• Establish and maintain long-term relationships with new and existing clients
• Acting as a trusted advisor for their personal and family insurance needs
• Leverage industry knowledge to keep clients informed on market trends, emerging risks, and changes in regulations that may affect their insurance needs
• Prepare and submit regular progress reports on sales performance and account activities

Personal Lines Producer

• Developing new sales opportunities
• Managing existing client relationships
• Providing risk management solutions tailored to clients of all sizes
• Building/generating a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts
• Presenting customized insurance solutions to meet clients' specific needs
• Establishing and maintaining long-term relationships with new and existing clients
• Acting as a trusted advisor for clients' personal and family insurance needs
• Keeping clients informed on market trends, emerging risks, and changes in regulations
• Preparing and submitting regular progress reports on sales performance and account activities

• Building/generating a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts.
• Present customized insurance solutions to meet clients' specific needs including but not limited to homeowners, auto, umbrella, earthquake, and personal articles floaters.
• Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their personal and family insurance needs.
• Leverage industry knowledge to keep clients informed on market trends, emerging risks, and changes in regulations that may affect their insurance needs.
• Prepare and submit regular progress reports on sales performance and account activities.

Customer Support

• Help secure a best-in-class customer experience for PWSC’s midsize accounts with a focus on account growth, retention, and upselling.
• Responsible for end-to-end management of midsize builder accounts, including onboarding, renewals, upselling, and retention, typically generating $10K–$50K annually or enrolling fewer than five homes per year.
• Ensures all account enrollments are current by resolving outstanding items and reconciling data with customer closing reports.
• Manages and implements account changes such as pricing, product updates, and renewals, coordinating with customers, CRM systems, and internal teams.
• Uses various technologies to compile and deliver essential client documentation like validation forms, enrollment forms, and reports.
• Provides administrative support for initiatives like reactivating dormant accounts and conducting audits.
• Stays informed on industry and company changes, communicates updates to clients, and advocates for customer needs within PWSC.
• Meets or exceeds KPIs related to upselling, retention, growth, onboarding efficiency, and daily operational tasks.

Account Management Support Specialist

• Reports To: SVP of the South Platform Disclaimer: Applicants must reside in one of the states included in our Southern Platform region and should be willing to travel as needed on a case-by-case basis. Duties and Responsibilities: Personal Sales Development: Develop and grow a profitable book of personal insurance business. Identify and pursue new client opportunities through networking, referrals, and targeted prospecting. Build long-term relationships with clients, delivering consultative insurance solutions tailored to their needs. Maintain a deep understanding of insurance products, carrier guidelines, and market trends. Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tolls and sales management platform. Team Leadership: Lead, coach, and support assigned producers to achieve individual and team sales goals. Conduct regular performance reviews and one-on-one development sessions. Monitor pipeline activity, ensure CRM utilization, and guide producers on effective sales strategies. Promote a culture of accountability, integrity, and performance. Strategic & Operational Responsibilities: Collaborate with the Platform VP of Sales to develop and implement regional sales strategies. Provide regular sales reports, forecasts, and updates on team and individual performance. Participate in the recruitment and onboarding of new producers as needed. • Ensure compliance with all company policies and industry regulations while working to minimize E&O exposures. Strategic & Operational Responsibilities: Collaborate with the Platform leader and Platform leadership team to develop and implement platform sales strategies. Provide regular sales reports, forecasts, and updates on team and individual performance. Participate in the onboarding of new producers as needed. Ensure compliance with all company policies and industry regulations while working to minimize E&O exposures.

Sales Leader, Personal Lines

• Meets established sales quotas on monthly, quarterly, and annual basis
• Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business
• Acts as subject matter expert to master chosen area of focus for highest probability of long-term success
• Continually manages a book of business to support high renewal rates
• Collaborates with Client Service to analyze renewal business and place new business accounts
• Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform
• Reports to VP of Sales/Market Leader

• Generate new business opportunities and manage a portfolio of existing commercial accounts
• Build and maintain strong relationships with clients in a niche book of business
• Meet established sales quotas on monthly, quarterly, and annual basis
• Utilize Trucordia sales and marketing tools to execute cold calls, in-person appointments, and prospect presentations to close new business
• Act as subject matter expert to master chosen area of focus
• Continually manage a book of business to support high renewal rates
• Collaborate with Client Service to analyze renewal business and place new business accounts
• Follow Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform
• Work closely with clients to identify insurance needs, provide tailored solutions, and offer ongoing support and service

Commercial Lines Producer

Underwriter

• 30% - Financial underwriting collections for renewal, mid-term, red flag, and interval accounts; including further underwriting follow up, and customer service notifications. Financial underwriting collections on claims accounts as experience allows.
• 40% - Assist Underwriting management in various projects and collateral notifications, including but not limited to sufficiency project, se/ee/tib projects, ILOC non-renewals, ILOC release requests, ILOC cancellation notices. Assist Claims management in handling of bond claims notifications and processes.
• 25% - Pre-Screen new business, bond modifications, and claims accounts.
• 5% - Research & Administrative duties

Underwriting and Claims Assistant

• The primary objective of a 1099 contracted agent is to generate new business, manage client renewals annually, and provide ongoing service to members.
• As a licensed 215 agent, you will build a book of business under Florida Blue exclusively, focusing on ACA (Under 65) and Medicare (Over 65) segments.
• This is an outside sales position requiring proactive outreach and full-cycle sales execution.
• Agents may opt in to Apple’s year-round lead distribution system. Participation requires a mutually agreed-upon production schedule.
• This role is ideal for agents who are adaptable, proactive, and focused on long-term client relationships.
• Core Responsibilities include maintaining Florida 215 Health License and active Florida Blue appointment; selling Florida Blue products through compliant sales processes: face-to-face, phone, and electronic; guide prospects through the entire sales process from lead to close; manage book of business through renewals, service, and retention efforts; address and resolve policy delinquencies and member account issues; engage in age-in, age-out, and life event transitions with professionalism and accuracy; analyze member needs and conduct product comparisons using carrier-approved tools; present plan options clearly, explaining benefits and value-added services; educate clients on Florida Blue’s self-service platforms and enrollment resources; cross-sell eligible products to maximize client value.

Client Manager – Crop Insurance

Insurance Producer – Sales

Client Manager – Commercial Lines

Sales Assistant

Client Manager

Commercial Lines Client Manager

External Sales Contractor

Insurance Producer – Trucking

Client Manager – Commercial Lines, Middle Market

Personal Lines Producer

Personal Lines Producer

Personal Lines Producer

Account Management Support Specialist

Sales Leader, Personal Lines

Producer

Commercial Lines Producer

Underwriting and Claims Assistant

Sales Contractor, External