Licensed Insurance Client Manager - Commercial Lines

Job Description

Job Description

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

The Client Manager supports the middle market Client Executives in a quickly growing culture of collaboration, mentorship and internal mobility. As part of the commercial team, the Client Manager is responsible for client service and internal support consistent with strong insurance industry standards.

Responsibilities include, but are not limited to, the following:

• Assist the Account Executive with the account life cycle consistent with industry standards.
• Manage client documentation:
  • Invoicing
  • Binders
  • Policies, endorsements
  • Certificates of Insurance
  • Surplus Lines Compliance
• Contribute to Client Retention through excellent service and follow through.
• Build and maintain market relationships assisting the Account Executive with marketing activities pre- and post-renewal.
• Prepare written correspondence, reports and analysis as needed and document all correspondence by attaching it in the agency management system (AMS360)
• Work with and assist accounting department on clients' aged receivables and account reconciliation
• Assist team with various presentation preparations, and other projects as assigned.
• May report to either Woodland Hills, CA or Corona, CA offices

Qualifications

• CA P&C Broker License
• Minimum 3-5 years’ insurance industry experience
• Experience using AMS360 preferred
• High School Diploma/GED. Bachelor's’ degree preferred, but not required
• Excellent verbal and written communication skills
• Proficiency in MS Office tools (Word, Outlook, Excel, and PowerPoint)
• Ability to multitask and work in a fast-paced environment.
• Legal work authorization in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

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: $80,000-$107,000 commensurate on experience

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.