Client Manager, Commercial Lines

Trucordia

Client Manager managing complex, high-revenue accounts in commercial lines at Trucordia. Leading service strategies and internal teams to enhance client engagement and satisfaction.

Posted 7/11/2026full-timeRemote • California • 🇺🇸 United StatesSeniorLead💰 $85,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex insurance accounts, developing tailored service strategies, and leading internal teams to ensure client satisfaction. Proficient in risk management, client engagement, and maintaining compliance within the insurance industry.

Highest-signal resume keywords

Insurance Account ManagementRisk Management StrategiesClient-Facing CommunicationLeadership and MentoringAMS360 Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account Service StrategiesPolicy AuditsCoverage NegotiationsClaims AdvocacyInsurance Market Knowledge

Soft Skills

Strategic ConsultingPresentation SkillsClient Relationship ManagementProactive Problem SolvingTeam Coordination

Tools & Technologies

AMS360

Certifications & Qualifications

P&C LicenseLife & Health LicenseCICCRMCPCU

Industry Keywords

High-Revenue AccountsClient EngagementRisk MitigationInsurance TrendsMarket Conditions

About the role

Key responsibilities & impact

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

What you’ll need

Minimum 7-10 years of insurance account management experience
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

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