Client 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 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

We're looking for a detail-oriented and customer-focused Client Manager to join our team in Madison, MS. In this role, you'll be the primary point of contact for a portfolio of clients, delivering exceptional service and strategic guidance while managing their evolving needs with professionalism and care. This is an excellent opportunity to build meaningful client relationships, demonstrate your expertise, and grow your career in a collaborative, supportive environment.

• Serve as the main day-to-day contact for an assigned client portfolio, managing their insurance needs with strong attention to detail and minimal oversight
• Lead renewal and remarketing initiatives, coordinating with carriers to secure competitive coverage and pricing while providing consultative guidance on coverage gaps and policy structures
• Oversee the onboarding process for new accounts, including collection, organization, and analysis of underwriting data
• Troubleshoot complex client issues efficiently by collaborating with underwriters and internal teams to deliver timely resolutions
• Manage endorsements, claims inquiries, audits, and other service requests with precision and care
• Maintain comprehensive and accurate client records in AMS360, documenting all servicing activities transparently
• Support and mentor junior team members as needed, fostering a collaborative and inclusive work environment
• Stay informed on industry trends, product offerings, and regulatory changes that impact your clients
• Build and nurture long-term client relationships through responsive communication, empathy, and strategic problem-solving

Qualifications

• 2-4 years of experience in client account management, preferably in the insurance industry
• Proven ability to manage a book of business and develop strong, lasting client relationships
• Solid understanding of carrier underwriting guidelines, coverage forms, and insurance products
• Excellent written and verbal communication skills with strong negotiation and interpersonal abilities
• Proficiency in AMS360 or comparable agency management systems
• Active insurance license(s) in applicable lines (P&C and/or L&H) required
• Strong organizational and time management skills with the ability to prioritize multiple tasks effectively
• Detail-oriented mindset with a commitment to accuracy and quality
• Demonstrated problem-solving skills and analytical thinking
• Ability to work independently while remaining collaborative and supportive with team members
• Customer service excellence and a genuine commitment to client satisfaction
• Adaptability and resilience in a dynamic, fast-paced environment
• Preferred: Experience with insurance renewals, underwriting processes, or account management in a professional services setting

Additional Information

All your information will be kept confidential according to EEO guidelines.

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.