Account Manager

Trucordia Insurance Services, LLC; Richmond (VA); On-site; USD 60,000 - 85,000; Full time

Job summary

Trucordia is seeking a full-time, on-site Account Manager in VA or NC to oversee a portfolio of commercial and/or personal accounts, serving as the primary client contact and ensuring timely delivery of policies, endorsements, and renewals. You will coordinate with underwriting, sales, and carrier partners to prepare proposals, analyze options, and support policy placement and servicing.

The Richmond office focuses on client satisfaction and continuous process improvement.

Qualifications

• Strong client service and relationship management skills.
• Organizational and administrative capabilities with multi-account handling.
• Analytical and problem-solving abilities to review proposals and coverage.
• Proficiency with Microsoft Office and ability to learn insurance systems.
• Knowledge of commercial/personal lines insurance; P/C or employee benefits experience is beneficial.
• Effective written and verbal communication for client emails, summaries, and presentations.
• Ability to collaborate with producers and carriers in a fast-paced, team environment.
• High professionalism, attention to detail, and regulatory compliance.
• Prior experience in an insurance brokerage or financial services preferred.

Responsibilities

• Serve as primary contact for clients and manage renewals.
• Coordinate with underwriting, sales, and carrier partners to prepare proposals.
• Process policy changes and maintain accurate client records.
• Support policy placement, servicing, and client presentations.
• Assist with claims coordination and new business development.
• Enhance service processes within the Richmond office.

Skills

Relationship mgmt

Organizational skills

Analytical thinking

MS Office

Insurance knowledge

Written & verbal comms

Team collaboration

Professionalism & compliance

Brokerage experience

Job description

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.