Client Manager - Group Benefits

Trucordia Insurance Services, LLC; United States; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical Coverage

Dental Coverage

Vision Coverage

Life Insurance

AD&D Insurance

FSA / HSA

Job summary

Trucordia Insurance Services, LLC is seeking an experienced Insurance Account Manager to manage a designated book of clients, lead renewal and remarketing, and advise on coverage strategies. You will maintain client records in Salesforce, support junior team members, and stay ahead of industry changes.

Candidates should have 3–5 years in insurance account management (L&H preferred), an active L&H license, strong communication, and ability to work independently in a collaborative team.

Qualifications

• 3–5 years of experience in insurance account management.
• Active license in Life & Health insurance.
• Experience with carrier underwriting guidelines and coverage forms.
• Proficient in Salesforce or comparable agency management system.

Responsibilities

• Serve as the primary day-to-day contact for a designated book of clients.
• Lead renewal and remarketing process with carriers for optimal coverage and pricing.
• Provide consultative guidance on coverage gaps and policy structures.
• Oversee onboarding of new accounts and data analysis.
• Mentor or support junior account team members as needed.
• Stay informed on industry trends and regulatory changes.

Skills

Account management

Communication

Negotiation

Problem-solving

Time management

Tools

Salesforce

Job description

Job Description

Job Description

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

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 Salesforceor 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.

Additional Information

Please see our company 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