Trucordia

Client Manager

Trucordia

full-time

Posted on:

Location Type: Remote

Location: Remote • Washington • 🇺🇸 United States

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Salary

💰 $60,000 - $100,000 per year

Job Level

Junior

About the role

  • 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.

Requirements

  • 1–2 years of experience in insurance, customer service, or a related field preferred.
  • Basic understanding of Property & Casualty and/or Life & Health insurance concepts.
  • 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 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
underwritingpolicy managementaccount managementcustomer service
Soft skills
interpersonal skillscommunication skillsorganizational skillsdetail-orientedtime management
Certifications
Insurance licenseP&C licenseL&H license