Trucordia

Client Partner

• 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 – Personal Lines

• Manage key client relationships
• Develop strategic account plans
• Ensure exceptional customer satisfaction while driving business growth
• Act as expert employer resource and work closely with our sales team, co-brokers and referral partners
• Manage annual benefit renewal activities including pricing of benefit programs, analysis of options, and illustration of proposed benefit plans
• Assist with specific benefit related tasks and projects
• Liaison with benefit carriers and vendors on issue resolution
• Develop and maintain strong client relationships
• Schedule in person meetings at least 4 times per year
• Communicate any industry changes
• Oversee quoting and spreadsheet presentations for all clients
• Cross sell other product lines upon renewal
• Manage open enrollment meetings
• Address benefit inquiries
• Complete new business and renewal carrier submissions

Client Manager – Employee Benefits

Producer

• Meets established sales quotas on monthly, quarterly, and annual basis.
• Conducts initial outreach to sales leads/prospects.
• Sets phone and in-person appointments.
• Conducts client consultations regarding risk management and life and health solutions.
• Follows Trucordia sales methodologies and best practices including proper use of Trucordia tools and sales management platform.

Commercial Lines 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

• Manage client and carrier communications ensuring timely and professional responses.
• Handle end-to-end policy setup and maintenance in AMS360, including creating customer profiles, setting up applications, and transitioning applications into policies.
• Process policy-related transactions, such as invoicing, payment application (standard and non-standard markets), finance agreement setup, and submitting policy changes.
• Oversee renewal and audit processes, including notifying clients, collecting updated information, quoting/requoting, and managing cross-sell opportunities.
• Manage certificates of insurance, including setup, holder list management, edits, and distribution in line with policy requirements and client needs.
• Support quoting and underwriting, including gathering business information, submitting to carriers, and coordinating responses to underwriter requests.
• Utilize AMS360 and carrier websites for activity tracking, setting follow-ups, pulling loss runs, and sending/managing documents via DocuSign.

Commercial Lines Client Manager

Account Manager

Customer Support

• Provide prompt and courteous assistance to customers in person and via phone, email, and other communication channels.
• Process both new business and renewals for customers.
• Sell and quote new business to both personal and commercial lines clients.
• Assist in preparing and processing commercial insurance policies, including issuing certificates of insurance, endorsements, and other policy documents.
• Skillfully identify and assess customers' needs, delivering appropriate and effective solutions.
• Process payments and submit insurance premiums accurately and in a timely manner.
• Develop a comprehensive knowledge of our product offerings to assist customers accurately and efficiently.
• Maintain detailed and accurate records of customer interactions to continuously improve service quality.

Bilingual Customer Service Representative, Spanish-English

Spanish-English Bilingual Customer Service Representative

Insurance

• Handle inbound and outbound calls to prospective clients, creating a friendly and inviting atmosphere to discuss Aetna’s Medicare plans.
• Clearly explain Medicare options, benefits, and enrollment processes, ensuring clients feel informed and confident in their choices.
• Take the time to understand each client’s unique needs and adapt your approach to provide tailored solutions.
• Foster trust and rapport with clients through your outgoing personality and cooperative attitude.
• Keep track of leads and follow up promptly, ensuring no opportunity is missed while maintaining accurate records of interactions.

Licensed Insurance Sales Agent – BPO

Licensed Insurance Sales Agent

Sales

Licensed Sales Agent – BPO

Human Resources

• Align HR strategies with business objectives to drive organizational performance
• Act as a liaison and trusted advisor to business leaders on HR-related matters
• Develop and implement HR policies and procedures tailored to the insurance sector
• Manage employee relations and proactively address workforce issues
• Facilitate performance management and employee development programs
• Ensure compliance with labor laws and industry regulations
• Analyze HR metrics to inform strategic decision-making
• Promote an inclusive, engaging, and positive work culture

Client Manager – Personal Lines

Client Manager – Employee Benefits

Commercial Lines Producer

Commercial Lines Producer

Commercial Lines Client Manager

Account Manager

Bilingual Customer Service Representative, Spanish-English

Spanish-English Bilingual Customer Service Representative

Licensed Insurance Sales Agent – BPO

Licensed Insurance Sales Agent

Licensed Sales Agent – BPO

Human Resource Business Partner