Client Manager I

Trucordia Insurance Services, LLC; West Covina (CA); On-site; USD 46,000 - 53,000; Full time

Benefits offered by this job

Life Insurance

FSA/HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia Insurance Services, LLC is seeking a detail-oriented Account Manager to handle day-to-day servicing of a commercial book of business. You will coordinate with carriers, clients, and the sales team to manage renewals and policy changes.

Responsibilities include preparing client proposals, coverage summaries, and certificates of insurance, while ensuring accuracy of binders and invoices. You will also train and supervise junior staff as needed.

Qualifications

• Five or more years of recent Commercial Lines California insurance industry experience (medical focus preferred).
• Possess and maintain a valid California Property and Casualty License.
• Strong understanding of insurance terminology and policy administration.

Responsibilities

• Manage day-to-day servicing of assigned commercial book of business.
• Coordinate with carriers, clients, and sales teams on renewals and policy changes.
• Prepare client proposals, policy summaries, and certificates of insurance.
• Review binders, invoices, and coverage summaries for accuracy.
• Lead or supervise junior staff and train teammates.

Skills

Client servicing

Commercial insurance

Renewals

Policy administration

Microsoft Excel

Microsoft Word

Microsoft Outlook

PowerPoint

Education

California Property and Casualty License

Tools

Microsoft 365

Job description

• Compensation: USD 33.65 - USD 38.46 - hourly

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

• 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.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• 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

Job Summary:

Responsible for managing day to day servicing of assigned portion of book of commercial business through providing exceptional and innovative customer service and facilitating relationships between our firm, insurance carrier representatives and clients.

Major Responsibilities and Duties:

• Management of day-to-day servicing of assigned portion of book of business adhering to company standards including but not limited to:
  • Timely and accurate reporting of claims which could include reporting matters to applicable carriers, coordination of carrier communication, assignment of defense counsel, adjuster assignment, evaluation of coverage, and guidance to insured throughout the claim process.
  • Monitor policy expiration dates and ensure team expiration list is updated.
  • Autonomous tracking and management of aspects of the marketing of each renewal. Guide and assist client in preparation of the renewal materials.
  • Design and deliver renewal presentations Present opinions and recommendations to clients.
  • Approach prospective clients and acquire new business through the penetration of existing clients. Discuss, suggest, and present new coverage line options to existing clients as needed.
  • Regularly exercise discretion and independent judgment on significant accounts including but not limited to collecting and analyzing information regarding the client and assisting in product and pricing determinations, negotiating competitive terms, coverage enhancements, retention levels and premiums on behalf of the client.
  • Frequently arrange and attend meetings with clients, insurance carrier representatives and other service providers often accompanied by a supervisor, but sole attendance is also required at times.
  • Work closely with clients to ensure their protected through our innovative and comprehensive insurance products. Prepare client proposals, white binders, electronic policies, and policy summary pages.
• Review insurance binders for accuracy, prepare confirmations of coverage, invoices, and transmittal to the client. Review electronic copies of policies for accuracy, prepare coverage summaries and transmittal to the client.
• Complete account reporting forms.
• Generate renewal certificates of insurance.
• Manage the midterm policy changes of all accounts and issue certificates of insurance throughout the policy year as needed.
• Notify carriers of any potential losses if a change in carrier is processed, and secure premium financing options if requested.
• Track policy issuance and review for accuracy once received.
• Audit requests (request loss runs, prepare letter to auditor, provide a copy to insured).
• Maintain current and accurate policy schedules for each insured for the various coverage lines.
• Prepare, organize, and manage a timely and accurate task or suspense system that is viewable by supervisor(s).
• Supervise delegated responsibilities to at least one subordinate (Technical Assistant, Account Administrator, or Assistant Account Manager).
• Ensure the quality, timeliness, accuracy, and appropriateness of work product provided by Assistant Account Managers, Account Administrators and Technical Assistants among the service team.
• Provide training, guidance, and mentorship to other members of the Chivaroli team.
• Monitor performance to ensure productivity, efficiency, quality, and service standards are met, recommending corrective actions to operations management staff when appropriate.
• Maintain thorough knowledge regarding the insurance industry in general, the specifics coverage lines offered by the company, as well as the company’s business practices and procedures.
• Perform certain overlapping duties associated with the Assistant Account Manager position as needed.
• Perform other duties and projects as assigned by Management, President, or other Senior team members.

Qualifications

Job Qualifications:

Education/Certifications:

• Possess and maintain a valid California Property and Casualty License.

Required Knowledge:

• Understanding of business service functions, insurance terminology and various lines of commercial insurance.
• Demonstrated success in overall customer service.

Experience Required:

• Five or more years of recent Commercial Lines California insurance industry, medical focus preferred.

Skills and Abilities Required:

• Intermediate to advanced-level proficiency with Microsoft 365 software including Excel, Word, Outlook, and PowerPoint.
• Experience using PC, printer, scanners, phones, and basic business equipment.
• Excellent customer service and listening skills and the ability to work effectively across all levels of the business organization (internal and external).
• Ability to understand and manage complex projects while working under tight schedules and deadlines.
• Demonstrates considerable tact, diplomacy, discretion, and judgment with ability to build and maintain effective interpersonal relationships.
• Excellent leadership and conflict resolution skills.
• High moral business ethics.
• Superior written/oral communication and interpersonal skills, developing constructive/cooperative working relationships with others striving for collaboration and demonstrating professionalism.
• Outstanding organizational and time management skills to successfully prioritize daily workload
• Must maintain a positive, courteous, supportive attitude and professional image with all employees, clients, and vendors.
• Ability to work independently and within a team to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices.

Additional Information

Please see our company 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 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.