Account Manager - Commercial Lines

Trucordia Insurance Services, LLC; Phoenix (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Life Insurance and AD&D

Flexible PTO

401K

Pet Insurance

Job summary

Trucordia Insurance Services, LLC is seeking a Commercial Lines Client Manager based in Phoenix, Arizona. This role involves assisting clients to determine their individual commercial line service needs while performing diverse responsibilities to ensure exceptional customer service.

Key duties include servicing a commercial portfolio, engaging with clients, and providing coverage recommendations. Qualifications include a valid state Property & Casualty License and at least 2 years in an insurance brokerage setting.

The company offers comprehensive benefits including life insurance, flexible PTO, and 401K.

Qualifications

• Must possess developing knowledge of commercial insurance markets to place new business.
• Ability to work well under pressure and prioritize risks.
• Excellent listening and verbal communication skills.

Responsibilities

• Service a commercial book of business including marketing and underwriting.
• Maintain productive relationships with clients and producers.
• Provide recommendations for policy placements.

Skills

Interpersonal skills

Communication skills

Teamwork

Risk analysis

Education

Valid state Property & Casualty License

2 years of experience in an insurance brokerage environment

Job description

Job Description

As a Commercial Lines Client Manager, you will assist clients and help them understand and determine their individual commercial line service needs. As a Commercial Lines Client Manager at Trucordia, you will perform many diverse responsibilities which ultimately help us succeed in providing extraordinary customer service to our customers.

Duties and Responsibilities

• Responsible for servicing a commercial book of business – marketing, underwriting, renewal negotiation, risk analysis, consulting, problem resolution, reviewing and rating.
• Maintain productive business relations and engage in extensive contact with clients, producers and underwriters.
• Ensure clients have continuous and proper coverage and advise clients of any change recommendations.
• Review current policies and provide recommendations regarding placement options.
• Rounding out and cross selling book of business to reach the company growth goals.
• Apply knowledge of coverages and forms to research and reconcile discrepancies.
• Participate in development of new business and retention of renewal business.
• Interact with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products.
• Produce business proposals and deliver professional presentations to clients.

Qualifications

• Valid state Property & Casualty License
• 2 years of experience in an insurance brokerage environment
• Must possess developing knowledge of commercial insurance markets to place new business and understand the supplemental insurance marketplace.
• Ability to work well under pressure in a team‑based environment and effectively prioritize risks to manage concurrent workflow.
• Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.

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.