Client Manager, Commercial Lines

Trucordia Insurance Services, LLC; Sandy (UT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Life Insurance

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 Sandy, Utah is seeking an Insurance Client Service Associate to act as the first contact for clients, manage new and renewal accounts with carrier partners, and gather underwriting information for submissions.

The role also supports Producers and Senior Client Managers, maintaining AMS360 records and handling routine service tasks with accuracy and efficiency.

Qualifications

• 1–2 years of experience in insurance or customer service.
• 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 in a deadline-driven environment.
• Familiarity with AMS360 or similar agency management systems is a plus.
• Detail-oriented with strong organizational skills.

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 renewal and retention of accounts through proactive service and relationship management, and maintain accurate records in AMS360.
• Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs; handle policy changes, endorsements, certificates, and other routine service items.

Skills

Customer service

Communication skills

Multitasking

Detail-oriented

Education

Active P&C/L&H Insurance License

Tools

AMS360

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, and 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.

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 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.