Client Manager, Commercial Lines — Trusted Advisor

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

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.