Client Manager, Group Benefits

Trucordia1; Layton (UT); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

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

Job summary

Trucordia seeks an experienced insurance account manager to serve as the primary contact for clients, guiding onboarding and ongoing relationship management. You will handle complex book of business across Life & Health products, coordinating with carriers and stakeholders to deliver tailored solutions.

Ideal candidates have 2–5 years in insurance or related fields, active Life & Health licenses, strong communication, and familiarity with Salesforce.

Qualifications

• 2–5 years of experience in insurance, customer service, or a related field.
• Intermediate understanding of Life & Health insurance concepts.
• Strong interpersonal and communication skills, both written and verbal.
• Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
• Familiarity with Salesforce or similar agency management systems is a plus.
• Must be detail-oriented with strong organizational skills.
• Active Life & Health licenses required; advanced certifications (CEBS, RHU, REBC) strongly preferred.

Responsibilities

• Serve as the first contact for clients during onboarding and ongoing relationship management.
• Manage a complex book of business with diverse account types.
• Coordinate and prepare proposals and presentations for client confirmations.
• Review contracts for accuracy and work with carriers on corrections.
• Maintain accurate records in Salesforce/Benefit Point.

Skills

Interpersonal skills

Communication skills

Time management

Education

Life & Health license

CEBS / RHU / REBC certifications preferred

Tools

Salesforce

Job description

Responsibilities

• Serve as the first point of contact for clients, providing prompt and professional service during the onboarding of new clients as well as lifelong relationship management and retention.
• Work a somewhat complex book of business with higher life counts and exposure into varying account types: fully-insured, level-funded, self-insured, etc.
• Manage the placement of new and renewal accounts with carrier partners across Life & Health Insurance lines and products.
• Act as expert employer resource.
• Understand account strategy and work to develop proposals, formal presentations and obtain client confirmation on selected plans/products.
• Review contracts for accuracy and work with carriers to make necessary corrections.
• 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.
• Manage annual benefit renewal activities including pricing of benefits programs, coordinating pre-renewal presentation and the renewal action timeline.
• Coordinate and present at annual open enrollment meetings.
• Process enrollment changes for clients.
• Maintain accurate and up-to-date records in the Salesforce/Benefit Point agency management system.
• Collaborate with Producers, Client Managers, Client Executives and other internal stakeholders to support client needs.

Qualifications and requirements

• 2-5 years of experience in insurance, customer service, or a related field preferred.
• Intermediate understanding of Life & Health insurance concepts.
• Strong interpersonal and communication skills, both written and verbal.
• Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
• Familiarity with Salesforce or similar agency management systems is a plus.
• Must be detail-oriented with strong organizational skills.
• Active Life & Health licenses required; advanced certifications (e.g., CEBS, RHU, REBC) strongly preferred.

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.