Client Advocate

Trucordia; Thibodaux (LA); On-site; USD 30,000 - 40,000; 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, located in Thibodaux, Louisiana, is seeking a dedicated candidate to assist Account Managers with insurance transactions. Responsibilities include processing new and renewal policies and maintaining accurate account information using AMS360.

The ideal applicant has a high school diploma, strong organizational and communication skills, and a desire to learn about the insurance industry. A comprehensive benefits package including flexible PTO and 401K is offered.

Qualifications

• Strong attention to detail and organizational skills are necessary.
• Proficiency with Microsoft Excel and other Office applications.
• Interest in the insurance industry and a willingness to learn.

Responsibilities

• Assist Account Managers with processing insurance transactions.
• Maintain accurate account information in AMS360.
• Monitor billing, payments, and reconciliation issues.

Skills

Attention to detail

Organizational skills

Proficiency with Microsoft Excel

Excellent written communication

Ability to work independently

Education

High school diploma or equivalent

Tools

AMS360

Microsoft Office

Job description

Job Description

Duties and Responsibilities:

• Assist Account Managers with processing insurance transactions, including:
• New and renewal policy processing
• Endorsements, audits, cancellations, and restatements
• Maintain up-to-date and accurate account information in the agency management system (AMS360)
• Request and track information from carriers as needed
• Collaborate with Client Executives and Client Managers on transactional service needs
• Assemble and format client information packets and deliverables
• Monitor billing, payments, and reconciliation issues
• Analyze data and spreadsheets for internal and client use
• Support document management, compliance checks, and reporting processes
• Proactively identify and communicate any administrative issues or inconsistencies

Qualifications

• High school diploma or equivalent
• Strong attention to detail and organizational skills
• Proficiency with Microsoft Excel and other Office applications
• Excellent written communication and task follow-through
• Interest in the insurance industry and a willingness to learn
• Ability to work independently while taking direction from multiple team members

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.