Client Manager Group Benefits

Trucordia; Portland (OR); On-site; USD 80,000 - 120,000; 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 in Portland, Oregon is seeking an experienced professional for insurance account management. This role involves day-to-day client interaction, renewal processes, and comprehensive management of their insurance needs.

The ideal candidate will have 3–5 years of experience in Life & Health lines, with strong practical knowledge of carrier underwriting guidelines. This position offers an annual compensation of USD 80,000 - USD 120,000, along with benefits.

Qualifications

• 3–5 years of experience in insurance account management, preferably in Life & Health.
• Preferred: Experience with Self Funding.
• Strong understanding of carrier underwriting guidelines and coverage forms.

Responsibilities

• Serve as the primary day-to-day contact for clients, managing insurance needs.
• Lead renewal and remarketing process, coordinating with carriers for optimal coverage.
• Troubleshoot complex client issues, managing endorsements and claims inquiries.

Skills

Insurance account management

Communication skills

Negotiation skills

Problem-solving skills

Salesforce proficiency

Education

Active insurance license(s) in applicable lines (L&H)

Tools

Salesforce

Job description

• Compensation: USD 80,000 - USD 120,000 - yearly

Job Description

Reports to: Client Service Team Leader

Duties and Responsibilities:

• Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight.
• Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. Oversee onboarding of new accounts, including collection and analysis of underwriting data.
• Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently. Manage endorsements, claims inquiries, audits, and other service items with high attention to detail.
• Utilize Salesforce to maintain comprehensive, accurate client records and document all servicing activities.
• Mentor or support more junior account team members as needed.
• Stay informed on industry trends, product offerings, and regulatory changes impacting clients.

Qualifications

• 3–5 years of experience in insurance account management, preferably in Life & Health lines.
• Preferred: Experience with Self Funding
• Proven ability to manage a book of business and build long‑term client relationships.
• Strong understanding of carrier underwriting guidelines and coverage forms.
• Excellent communication, negotiation, and problem‑solving skills.
• Proficient in Salesforce or comparable agency management systems.
• Active insurance license(s) in applicable lines (L&H) required.
• Detail‑oriented with strong time‑management skills and the ability to work independently.

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 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. 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.