Client Manager- Group Benefits

Trucordia1; United States; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

AD&D

FSA/HSA

Accident Insurance

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

Employee Assistance Program (EAP)

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia1 is seeking an Insurance Account Manager to serve as the primary contact for a book of clients in the United States. You will manage renewals, advise on coverage and pricing, and coordinate with carriers to optimize coverage while maintaining accurate underwriting data.

The role requires 3–5 years in insurance account management, active P&C/L&H licenses, and strong communication and problem-solving skills. Demonstrated ability to work independently and mentor teammates is preferred.

Qualifications

• 3-5 years of experience in insurance account management.
• Proven ability to build long-term client relationships.
• Understanding of underwriting guidelines and coverage forms.
• Active P&C and/or L&H licenses required.
• Detail-oriented with strong time management and independence.

Responsibilities

• Serve as the primary day-to-day contact for a designated book of clients.
• Lead renewal and remarketing with carriers for coverage and pricing.
• Provide consultative guidance on coverage gaps and strategic decisions.
• Oversee onboarding of new accounts and data collection.
• Troubleshoot client issues with underwriters and internal teams.
• Manage endorsements, claims inquiries, audits and other service items.
• Maintain client records in AMS360 and document servicing activities.
• Mentor junior team members as needed.
• Stay informed on industry trends and regulatory changes.

Skills

AMS360 experience

Communication

Negotiation

Problem-solving

Time management

Independent work

Tools

AMS360/AMS

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 AMS360 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 both Property & Casualty and Life & Health lines.
• 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 AMS360 or comparable agency management systems.
• Active insurance license(s) in applicable lines (P&C and/or L&H) required.
• Detail-oriented with strong time management skills and the ability to work independently.

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.