Account Manager - Commercial Lines

Trucordia; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Life and AD&D insurance

FSA / HSA

Commuter & Child Care FSA

Pet Insurance

Accident & Critical Illness

Hospital Indemnity

Employee Assistance Program (EAP)

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia is seeking a Commercial Lines Client Manager to assist clients in meeting their commercial line service needs and ensuring outstanding customer service. The role involves servicing a commercial book of business, marketing, underwriting, and providing continuous client coverage.

The ideal candidate will have a valid Property & Casualty License, 2 years of brokerage experience, and strong communication skills. Competitive benefits include life insurance, flexible PTO, and a 401K plan.

Qualifications

• Valid state Property & Casualty License is required.
• Must have 2 years of experience in an insurance brokerage environment.
• Ability to work well under pressure in a fast-paced environment.

Responsibilities

• Responsible for servicing a commercial book of business.
• Maintain productive business relations with clients and underwriters.
• Ensure clients have continuous and proper coverage.

Skills

Interpersonal skills

Communication skills

Problem resolution

Time management

Education

Valid state Property & Casualty License

2 years of experience in insurance brokerage

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. You will perform many diverse responsibilities that 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 a developing knowledge of commercial insurance markets to place new business and understand the supplemental insurance marketplace.
• Ability to work well under pressure in a fast‑paced 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 and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 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. 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.