FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Client Manager – Personal Lines
TrucordiaClient Manager for insurance brokerage providing professional service and managing client accounts. Collaborating with internal teams and ensuring competitive solutions for clients through effective service roles.
About the role
Key responsibilities & impact- 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
What you’ll need- 1–2 years of experience in insurance, customer service, or a related field preferred.
- Active P&C Insurance License or L&H Insurance License
- 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
Comp & perks- Medical
- Dental
- Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Insurance Account ManagementUnderwriting Information GatheringPolicy Changes HandlingSubmission Materials PreparationRecord Keeping
Soft Skills
Detail-OrientedOrganizational SkillsTime ManagementVerbal Communication SkillsWritten Communication Skills
Certifications
Active P&C Insurance LicenseActive L&H Insurance License