Account Manager

Company Description

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 unrivaled 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

1. 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.
2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
4. We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
5. 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

Are you ready to build a career with a growing company in the exciting, fast-paced industry of international trade insurance? As a Marine Account Manager, you'll play a crucial role in ensuring client satisfaction and retention. You'll assist new and current clients with binding and renewing marine cargo insurance policies that best meet individual coverage needs. 

Duties and Responsibilities: 

• Client Communication & Relationship Building:
• Serve as the primary point of contact for clients via phone and email, providing professional and efficient support.
• Proactively communicate with clients regarding marine renewals and other TRG products to maintain high retention rates.
• Respond promptly to client inquiries and requests, offering information to enhance their understanding of TRG products and services.
• Develop and maintain strong relationships with business professionals across the country, exemplifying our customer-centric business model.
• Communicate TRG benefits to generate interest in additional products.
• Make calls and send emails for financial collection, referring termination accounts to marine underwriting as needed.
• Administrative & Processing Support:
• Evaluate cargo insurance needs and relay information to marine underwriting in a timely manner.
• Send marine documents and thank you messages to renewing clients.
• Accurately update and maintain TRG's client database.
• Complete all activities in a timely manner and maintain self-management over your activity list.
• Collaboration & Training:
• Work successfully with all TRG team members, supporting senior team members responsible for your training and development.
• Communicate effectively with Underwriting, and management to ensure accurate and timely completion of renewal-related tasks (e.g., new accounts, underwriting needs, terminations).
• Participate in the training of new Client Loyalty Specialists and engage in peer-to-peer team building.

Qualifications

• Exceptional Attention to Detail: A high level of precision in all tasks.
• Strong Communication Skills: Ability to communicate clearly and effectively by email, telephone, and in person.
• Customer Service Excellence: Consistent ability to provide exceptional customer service, responding immediately to requests and building strong relationships.
• Adaptability & Problem-Solving: Ability to remain adaptable to changing procedures and department needs, and a proactive approach to problem-solving.
• Self-Motivation & Accountability: Self-motivated to take initiative and ownership for the quality and timeliness of work, with a strong ability to follow through.
• Organizational Skills: Ability to multi-task effectively in a fast-paced environment, manage limited time, and meet deadlines.
• Industry Knowledge & Promotion: Desire to expand industry knowledge and education, quickly becoming knowledgeable about TRG products and comfortable promoting them.
• Technical Proficiency: High level of comfort and competency using standard PC and basic software programs, including Outlook email.
• Preferred: Bachelor's degree or equivalent combination of experience/training.
• Licensing: Must be able to secure an Insurance Producer Property & Casualty and Surety license within 90 days of starting.

Additional Information

Please see our company 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

Compensation: $22.50 an hour with an additional commission component

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.