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Trucordia

Personal Lines Client Manager

Trucordia, Aurora, Colorado, United States, 80012

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Extraordinary Opportunity. Exceptional Experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage.

We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.

We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”.

We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.

We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description We are seeking an experienced Personal Lines Account Manager specializing in insurance to join our team in

Greenwood Village, CO, United States . In this role, you will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention.

Manage and maintain relationships with existing personal Lines insurance clients

Review and analyze insurance policies to ensure appropriate coverage and compliance

Process policy changes, renewals, and endorsements for insurance accounts

Conduct risk assessments and provide risk management recommendations

Coordinate with underwriters and insurance carriers for policy placement

Handle client inquiries and resolve coverage-related issues

Monitor and ensure compliance and insurance requirements

Prepare insurance documentation, certificates, and policy summaries

Develop and implement client retention strategies

Maintain accurate client records and documentation in CRM system

Qualifications

Bilingual (English/Spanish)

Active Property & Casualty (P&C) Insurance License required, Life & Health is a plus

5‑10 years of personal lines insurance experience, with specific focus on high‑net‑worth insurance

Comprehensive knowledge of personal lines insurance products and coverage

Proficiency in insurance policy management and risk assessment

Experience with Sales Force, AMS 360 and MS Office SuiteExcellent account management and client service skills

Strong analytical and problem‑solving abilities

Detail‑oriented with exceptional organizational skills

Effective written and verbal communication skills

Additional Information Compensation:

$60,000–$75,000 annually; compensation will be based on experience and qualifications.

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

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law.

Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee.

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