Account Manager - Commercial Lines

Trucordia Insurance Services, LLC; Scottsdale (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC in Scottsdale, AZ, is looking for a Commercial Lines Client Manager to assist clients in understanding their commercial insurance needs. This role involves servicing a commercial book of business and maintaining productive relationships with clients and underwriters.

The ideal candidate should have a valid Property & Casualty License and 2 years of experience in an insurance environment. Benefits include life insurance, flexible PTO, and a 401K plan.

Qualifications

• Must possess developing knowledge of commercial insurance markets.
• Ability to prioritize risks and manage concurrent workflows.
• Excellent verbal and written communication skills.

Responsibilities

• Service a commercial book of business including marketing and underwriting.
• Maintain productive relations with clients and underwriters.
• Advise clients on coverage changes and recommendations.
• Produce business proposals and deliver presentations.

Skills

Knowledge of commercial insurance markets

Interpersonal skills

Ability to work under pressure

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.