Client Manager -Commercial Lines

Trucordia; Lindon (UT); On-site; USD 55,000 - 75,000; 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 is looking for an experienced Client Manager to join their team in Lindon, Utah. The role involves managing client relationships and ensuring exceptional service while overseeing the placement of new and renewal accounts. Ideal candidates will have at least 2 years of relevant experience and hold an active state-issued P&C or L&H Insurance License. Trucordia offers a comprehensive benefits package including paid holidays, flexible PTO, and a 401K plan.

Qualifications

• 2 years of experience in insurance, customer service, or related field preferred.
• Active P&C Insurance License or L&H Insurance License.
• Ability to manage multiple tasks and priorities in a deadline-driven environment.

Responsibilities

• Serve as the first point of contact for clients, providing professional service.
• Manage new and renewal accounts with carrier partners.
• Collaborate with team members to support client needs.

Skills

Interpersonal skills

Communication skills

Organizational skills

Detail-oriented

Multi-tasking

Education

Active state-issued Insurance license (P&C and/or L&H)

Tools

AMS360

Job description

Job Description

We are seeking an experienced Client Manager to support and grow our Commercial Lines book of business. This role is responsible for managing client relationships, delivering day‑to‑day service, and partnering with internal teams to ensure coverage accuracy and exceptional client experience. The ideal candidate is detail‑oriented, proactive, and confident working with complex commercial accounts while serving as a trusted advisor to our clients.

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

• 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

• 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.