Client Manager, Commercial Lines

Trucordia; Bakersfield (CA); On-site; USD 85,000 - 90,000; Full time

Benefits offered by this job

Life Insurance

FSA / HSA

Critical Illness

Hospital Indemnity

401K

11 Paid Holidays

Flexible PTO

Job summary

Trucordia is seeking an experienced insurance account leader to manage a portfolio of complex, high-revenue clients across P&C and Life & Health lines. You will develop tailored service strategies, oversee renewals, coverage negotiations, and claims advocacy, and act as a trusted advisor to client executives.

You will mentor junior staff, lead cross-functional teams, and stay ahead of industry trends to optimize programs and cross-sell where appropriate.

Qualifications

• Minimum 7–10 years of insurance account management experience, with strong P&C and Life & Health track record.
• Proven ability to manage complex, multi-location or industry-specific accounts with minimal supervision.
• Strong knowledge of insurance markets, risk management strategies, and advanced policy structures.
• Proven leadership skills, with experience mentoring or managing staff.
• Excellent client-facing communication, presentation, and strategic consulting skills.
• Proficient in AMS360 and other relevant tools.
• Active P&C and/or Life & Health licenses required; CIC/CRM/CPCU preferred.

Responsibilities

• Serve as lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
• Develop and implement account service strategies tailored to client needs and goals.
• Oversee renewals, marketing to carriers, policy audits, and claims advocacy.
• Cultivate trusted advisor status with client executives; advise on risk mitigation and program structure.
• Lead internal servicing teams to ensure seamless execution and client satisfaction.
• Identify opportunities for program enhancements, cross-selling, and coverage optimization.
• Ensure account documentation integrity in AMS360 and audit readiness.
• Stay informed on insurance trends and market conditions to advise clients.
• Participate in client stewardship meetings, proposals, and executive presentations.
• Mentor junior account management staff.

Skills

Insurance account management

Client relationship management

Leadership

Communication

AMS360 proficiency

Licenses: P&C/Life & Health

Education

P&C and/or Life & Health licenses

CIC CRM CPCU preferred

Tools

AMS360

Job description

• Compensation: USD 85,000 - USD 90,000 - yearly

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

Reports To: Client Service Team Leader

Duties and Responsibilities:

• Serve as the lead relationship manager for a portfolio of complex, high-revenue accounts across P&C or Life & Health lines.
• Develop and implement comprehensive account service strategies tailored to each client’s industry, risk profile, and business goals.
• Manage and oversee all aspects of client engagement, including renewals, marketing to carriers, coverage negotiations, policy audits, and claims advocacy.
• Cultivate trusted advisor status with client executives, acting as a consultative partner on risk mitigation and insurance program structure.
• Lead internal servicing teams, coordinating the activities of Client Managers I/II, Producers, and support staff to ensure seamless execution and client satisfaction.
• Anticipate client needs and proactively identify opportunities for program enhancements, cross-selling, and coverage optimization.
• Oversee the integrity of all account documentation in AMS360, ensuring accuracy, compliance, and readiness for audit.
• Stay abreast of emerging insurance trends, legislative developments, and market conditions to inform client advisement.
• Participate in client stewardship meetings, proposal development, and presentations to executive-level decision-makers.
• Mentor junior account management staff, providing training, technical guidance, and performance feedback.

Qualifications

• Minimum 7-10 years of insurance account management experience, with a strong track record in Property & Casualty and Life & Health.
• Demonstrated success managing complex, multi-location, or industry-specific accounts with minimal supervision. Strong knowledge of insurance markets, risk management strategies, and advanced policy structures.
• Proven leadership skills, with experience mentoring or managing support staff or junior team members.
• Excellent client-facing communication, presentation, and strategic consulting skills.
• Proficient in AMS360 and other relevant tools and platforms.
• Active P&C and/or Life & Health licenses required; advanced certifications (e.g., CIC, CRM, CPCU) strongly preferred.
• Ability to handle high-pressure situations with poise and a client-first mindset.

Additional Information

Please see our company 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 Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

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.

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