Client Advocate

The Client Advocate will support Personal Lines clients by providing exceptional service throughout the policy lifecycle. This role partners closely with producers and client teams to handle client inquiries, policy changes, renewals, and coverage questions, ensuring a seamless and positive client experience. The ideal candidate is detail‑oriented, service‑driven, and passionate about helping clients understand and protect what matters most. Duties and Responsibilities: Provide prompt and courteous assistance to customers via phone, email and other communication channels Processing Direct Billed Payments Obtaining and distributing the mail daily Assist Account Managers with processing insurance transactions Maintain up-to-date and accurate account information in the agency management system (AMS360) Request and track information from carriers as needed Collaborate with Client Executives and Client Managers on transactional service needs Assemble and format client information packets and deliverables Monitor billing, payments, and reconciliation issues for direct billed accounts Support document management and filing Housekeeping items as needed Qualifications High school diploma or equivalent ObtainP&C Maryland Insurance License within 1 year of hire Strong attention to detail and organizational skills Proficiency with Microsoft Excel and other Office applications Excellent written communication and task follow-through Interest in the insurance industry and a willingness to learn Ability to work independently while taking direction from multiple team members Additional Information Please see our company Benefits: Life Insurance and AD&D FSA / HSA Critical Illness Hospital Indemnity Supplemental Health Insurance EAP Pet Insurance 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. Discrimination based on any of these factors is contrary to our operating philosophy. #J-18808-Ljbffr