Client Manager - Commercial Lines

Trucordia Insurance Services, LLC; Lindon (UT); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Life Insurance and AD&D

Flexible PTO

401K

Pet Insurance

11 Paid Holidays

Job summary

Trucordia Insurance Services, LLC in Lindon, Utah, is seeking a dedicated Client Service representative to handle client inquiries and manage insurance accounts. The role requires strong communication skills and the ability to maintain relationships with carrier partners while ensuring precise record-keeping.

Qualified candidates should have 1-2 years of experience in insurance or customer service, an active state-issued insurance license, and be detail-oriented. This position offers various benefits, including flexible PTO and life insurance.

Qualifications

• Must possess an active state‑issued Insurance license (P&C and/or L&H).
• Strong interpersonal and communication skills required.
• Familiarity with AMS360 or similar systems is preferred.

Responsibilities

• Serve as the first point of contact for clients, providing prompt service.
• Manage the placement of new and renewal accounts with carriers.
• Collaborate with internal teams to support client needs.

Skills

Interpersonal and communication skills

Detail-oriented

Organizational skills

Ability to manage multiple tasks

Education

Active P&C Insurance License or L&H Insurance License

1–2 years of experience in insurance or customer service

Tools

AMS360 agency management system

Job description

Job Description

Reports To: Client Service Team Leader

Duties and Responsibilities:

• Serve as the first point of contact for clients, providing prompt and professional service.
• Manage the placement of new and renewal accounts with carrier partners.
• Assist with gathering underwriting information and preparing submission materials.
• Maintain strong carrier relationships to secure competitive quotes and solutions for clients.
• Ensure the successful renewal and retention of accounts through proactive service and relationship management. Maintain accurate and up-to-date records in the AMS360 agency management system.
• Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.

Qualifications

• 1–2 years of experience in insurance, customer service, or a related field preferred.
• Active P&C Insurance License or L&H Insurance License
• Strong interpersonal and communication skills, both written and verbal.
• Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
• Familiarity with AMS360 or similar agency management systems is a plus.
• Must be detail-oriented with strong organizational skills.
• Active state‑issued Insurance license (P&C and/or L&H) required.

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 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.