Commercial Lines Client Manager

Job Description
As a Commercial Lines Client Manager at Trucordia, you will assist clients and help them understand and determine their individual commercial line service needs. You will perform many diverse responsibilities which ultimately help us provide extraordinary customer service to our customers.

Duties and Responsibilities

Responsible for servicing a commercial book of business – marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating.

Maintain productive business relations and engage in extensive contact with clients, producers and underwriters.

Ensure clients have continuous and proper coverage and advise clients of any change recommendations.

Review current policies and provide recommendations regarding placement options.

Round out and cross‑sell book of business to reach the company growth goals.

Apply knowledge of coverages and forms to research and reconcile discrepancies.

Participate in development of new business and retention of renewal business.

Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products.

Produce business proposals and deliver professional presentations to clients.

Qualifications

Valid state Property & Casualty License

2 years of experience in an insurance brokerage environment

Must possess a developing knowledge of commercial insurance markets to place new business and understand the supplemental insurance marketplace.

Ability to work well under pressure in a team environment and effectively prioritize risks to manage concurrent workflow.

Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.

Benefits

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

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

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. Discrimination based on any of these factors is contrary to our operating philosophy.

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. This includes resumes submitted directly to hiring managers without contacting Trucordia’s Talent Acquisition Department.

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