Client Manager III
Trucordia
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
About the role
- Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health 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.
- Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement.
- Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers.
- Mentor junior account management staff, providing training, technical guidance, and performance feedback.
Requirements
- Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty and Life & Health.
- Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision.
- Strong knowledge of insurance markets, risk management strategies, and advanced policy structures.
- Proven leadership skills, with experience mentoring or managing support staff or junior team members.
- Excellent client-facing communication, presentation, and strategic consulting skills.
- Proficient in AMS360 and other relevant tools and platforms.
- Active P&C and/or Life & Health licenses required; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred.
- Ability to handle high-pressure situations with poise and a client-first mindset.
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
insurance account managementrisk management strategiespolicy structuresclient engagementcoverage negotiationsclaims advocacyaccount service strategiescross-sellingprogram enhancementspolicy audits
Soft skills
leadershipmentoringclient-facing communicationpresentation skillsstrategic consultingproactive identification of opportunitiesclient-first mindsetteam coordinationperformance feedbackrelationship management
Certifications
P&C licenseLife & Health licenseCICCRMCPCU