Account Manager

Company Description Trucordia is a top 20 U.S. insurance brokerage headquartered in Lindon, Utah, offering a wide range of commercial and personal lines, life and health, employee benefits, and workers’ compensation insurance solutions. The organization is driven by a commitment to deliver exceptional experiences and opportunities for clients, partners, and team members. With more than 5,000 employees across the United States, Trucordia provides a collaborative, growth-oriented environment for insurance professionals. The company is recognized as a market leader, ranking #19 on Business Insurance's 2024 Top 100 Brokers and #13 on Insurance Journal's 2024 Top Property/Casualty Agencies. Team members benefit from the scale and resources of a national brokerage, combined with a strong culture of service and integrity. Role Description The Account Manager is a full-time, on-site role based in VA or NC, responsible for managing a portfolio of commercial and/or personal insurance accounts. This role includes serving as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring timely delivery of policies, endorsements, and renewals. The Account Manager will coordinate with underwriting, sales, and carrier partners to prepare proposals, analyze coverage options, and support policy placement and servicing. Daily responsibilities include processing policy changes, maintaining accurate client records, monitoring key dates such as renewals and audits, and proactively identifying opportunities to enhance coverage or improve client satisfaction. The role also involves preparing client presentations, assisting with claims coordination, supporting producers with new business development, and contributing to continuous improvement of service processes within the Richmond office. Qualifications Strong client service and relationship management skills, including the ability to communicate clearly, manage expectations, and build long-term partnerships. Solid organizational and administrative skills, with experience handling multiple accounts, tracking deadlines, and maintaining accurate documentation in agency management systems. Analytical and problem-solving abilities to review insurance proposals, evaluate coverage options, and help clients understand risk and policy impacts. Proficiency with common office software (e.g., Microsoft Office Suite) and comfort learning insurance-specific systems or platforms. Knowledge of insurance products and terminology in commercial and/or personal lines; experience with property/casualty or employee benefits is highly beneficial. Effective written and verbal communication skills, including the ability to prepare client-ready emails, summaries, and presentations. Ability to work collaboratively with producers, colleagues, and carrier representatives in a fast-paced, team-oriented environment. High level of professionalism, attention to detail, and commitment to ethical conduct and regulatory compliance. Prior experience in an insurance brokerage or related financial services environment preferred. #J-18808-Ljbffr Trucordia Insurance Services, LLC