Client Manager -Commercial Lines
Trucordia Insurance Services, LLC
Job Description We are seeking an experienced Client Manager to support and grow our Commercial Lines book of business. This role is responsible for managing client relationships, delivering day‑to‑day service, and partnering with internal teams to ensure coverage accuracy and exceptional client experience. The ideal candidate is detail‑oriented, proactive, and confident working with complex commercial accounts while serving as a trusted advisor to our clients. Duties and Responsibilities Serve as the first point of contact for clients, providing prompt and professional service. Manage the placement of new and renewal accounts with carrier partners. Assist with gathering underwriting information and preparing submission materials. Maintain strong carrier relationships to secure competitive quotes and solutions for clients. Ensure the successful renewal and retention of accounts through proactive service and relationship management. Maintain accurate and up-to-date records in the AMS360 agency management system. Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately. Qualifications 2 years of experience in insurance, customer service, or a related field preferred. Active P&C Insurance License or L&H Insurance License. Strong interpersonal and communication skills, both written and verbal. Proven ability to manage multiple tasks and priorities in a deadline‑driven environment. Familiarity with AMS360 or similar agency management systems is a plus. Must be detail‑oriented with strong organizational skills. Active state‑issued Insurance license (P&C and/or L&H) required. Additional Information Life Insurance and AD&D
FSA / HSA
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. #J-18808-Ljbffr Trucordia Insurance Services, LLC- ...experiences and opportunities for our employees, clients and stakeholders. We celebrate both... ...for a designated book of clients, managing their insurance needs with minimal oversight... ...management, preferably in Personal Lines. ~ Proven ability to manage a book of business...SuggestedFlexible hours
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- ...provider is seeking a Customer Service Representative to support clients through inbound calls. The ideal candidate will have a strong... ...service skills. Responsibilities include answering client inquiries, managing account-related problems, and fostering relationships. The...Suggested
$58k - $115k
...Provide timely, accurate, and informative answers via phone calls to clients and internal partners Assist clients with complex order... ...industry regulations, as they relate to various client scenarios Manage daily volume of inbound calls and inquiries submitted via Teams...SuggestedTemporary workLocal area- ALKEME Insurance is seeking an experienced Account Manager for Personal Lines to serve clients in Sandy, Utah. The ideal candidate will handle complex accounts, ensuring client satisfaction while maintaining a high retention rate. This role requires a college education,...Suggested
- ...experiences and opportunities for our employees, clients and stakeholders. We celebrate both... ...for a designated book of clients, managing their insurance needs with minimal oversight... ...account management, preferably in Personal Lines. Proven ability to manage a book of...Flexible hours
$29 - $34 per hour
...Personal Lines Account Manager Classification: Non-Exempt (hourly), with transition to Exempt (salaried) after 6 months Reports To: Personal... ...) Position Overview We are seeking a dynamic and client-focused Account Manager to join our Personal Lines Department...Hourly payFull timeContract workWork at office$60k - $81k
...most significant risk, workforce, wealth management and retirement challenges through custom... ...more, please visit: Summary: The Client Executive has responsibility for growing... ...accounts. May be assigned to specific business line and/or client segment. Expected to...$55k - $65k
...Job Description Job Description Insurance Personal Lines Account Manager Location: Salt Lake City, UT (hybrid remote once established... ...will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions,...Remote work$100k
...and monthly bonuses; Our top performers make well over a 6-figure income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: UNCAPPED EARNING POTENTIAL AGGRESSIVE COMMISSIONS...Local area- ...*The Role** + Mid-level position within WTW's Via Benefits client management team providing strategic relationship management and consultative... ...Manager will work within the Individual Marketplace service line and will serve as the account manager for clients of Via...Contract workTemporary workSeasonal workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
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- Trucordia Insurance Services, LLC in Sandy, Utah offers an exciting opportunity for an Insurance Account Manager. The role involves managing a book of clients, leading renewals, resolving issues, and collaborating with carriers to provide optimal solutions. The ideal candidate...Flexible hours
$72k - $192k
...can be as fun as it is rewarding The Client Executive is an integral part of client success... ...will lead a team of one or more Account Managers and indirectly influence Account Managers... ...to educate them on all CHG service lines and inquire about their staffing challenges...Temporary workLocumWork from homeFlexible hours- ...Client Service Manager Fidelity Private Shares is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. In this role, you will deliver exceptional assistance to our customers with the highest level of quality in...
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$68.6k - $82.2k
...impact within a rapidly growing Fintech Company Lead and manage a team of approximately 15 agents Drive team performance... ...collaborate, or empower. ~ Adept at articulating the "why" and draws a line-of-sight to the customer, focusing on outcomes. Visa...Temporary workWork at officeRemote workFlexible hours- ...combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and... ...expand existing relationships, and drive the company's bottom line. With unlimited territories and uncapped opportunity, your ambition...Work at officeRemote workWork from home
$81.9k - $152.1k
...your voice is valued. Are you an experienced travel account management professional interested in the Media and Entertainment Industry... ...is looking for a creative, expert, detail-and strategic Global Client General Manager to support some of our most important Entertainment...Immediate startFlexible hours- ...regions, acting as trusted advisors to ensure clients achieve meaningful business outcomes.... ...Opportunity This Customer Success Manager position provides the opportunity to manage... ...internal practices and the bottom line. Triage and respond to customer queries...Work at office3 days per week
- ...Client Relationship Manager Salt Lake City, Utah, United States For over 80 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages...Base plus commissionFull time
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- ...significantly over the coming years. HF Sinclair is seeking a Brand Manager in Salt Lake City, UT. We are currently looking for a passionate... ...Potentially 1 direct report Associate Brand Manager or a dotted line Marketing Implementer to support with certain job duties and...Work at officeWork from homeMonday to FridayWeekend work
$51k - $100k
...Account Manager G&A Beneficial For over 25 years, G&A Partners has been helping entrepreneurs... ...department functions. Develops good client relationships and gives outstanding... ...and account executives from all major. Lines of coverage to include Medical, Dental, Life...Temporary workWork at officeLocal areaRemote workFlexible hours
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