Client Manager, Commercial Lines

Trucordia; Sandy (UT); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life Insurance and AD&D

FSA / HSA

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia in Sandy, Utah, seeks an Insurance Client Services Specialist to be the primary contact for clients and to manage new and renewal accounts with carrier partners. You will assist with underwriting information and submission materials, maintaining carrier relationships for competitive quotes and solutions.

Role focuses on ensuring renewals and retention through proactive service and effective relationship management, while maintaining accurate AMS360 records and collaborating with

Qualifications

• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and deadlines.
• Detail-oriented with strong organizational skills.
• Familiarity with agency management systems is a plus.

Responsibilities

• Serve as the first point of contact for clients with prompt, professional service.
• Manage placement of new and renewal accounts with carrier partners.
• Gather underwriting information and prepare submission materials.
• Maintain carrier relationships to secure quotes and solutions.
• Ensure renewals and retention through proactive service and accurate records in AMS360.
• Collaborate with Producers and Senior Client Managers to support client needs.

Skills

Strong interpersonal and communication

Multitasking

Detail-oriented

Organizational skills

Education

Active P&C/L&H Insurance License

Tools

AMS360

Job description

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.

Benefits

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident
• 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. Discrimination based on any of these factors is contrary to our operating philosophy.